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 6-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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $113,602 |
LBMC, PC1 year Service code 10 · EIN 62-1199757 | Accounting | $16,600 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $76,829 | $88,982-13.7% | $102,438-25.0% | $77,671-1.1% |
| Participation rate | 95.6% | 80.9%+14.7pp | 76.5%+19.1pp | 70.6%+25.0pp |
| Annual return | 76.53% | 25.01%+51.5pp | 29.37%+47.2pp | 31.21%+45.3pp |
| Employer contribution / active EE | $3,216 | $2,698+19.2% | $3,024+6.4% | $2,726+18.0% |
| Participant deferral / active EE | $7,307 | $5,144+42.1% | $5,054+44.6% | $4,648+57.2% |
| Admin fee / account holder | $235 | $236-0.4% | $9,448-97.5% | $430-45.5% |