See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,163 |
EQUITY SERVICES INC1 year Filed as: EQUITY SERVICES, INC. Service code 49 · EIN 03-0221141 | Other Services | $13,390 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,980 | $51,315-26.0% | $95,745-60.3% | $71,457-46.8% |
| Participation rate | 85.8% | 63.0%+22.8pp | 72.3%+13.6pp | 67.9%+17.9pp |
| Annual return | 30.90% | 25.26%+5.6pp | 28.35%+2.5pp | 28.85%+2.1pp |
| Employer contribution / active EE | $1,531 | $1,819-15.8% | $2,835-46.0% | $2,588-40.8% |
| Participant deferral / active EE | $7,968 | $3,358+137.3% | $4,245+87.7% | $4,289+85.8% |
| Admin fee / account holder | $119 | $1,137-89.5% | $5,678-97.9% | $1,587-92.5% |