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 10-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 |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $43,199 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,833 |
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 | $87,740 | $61,473+42.7% | $81,930+7.1% | $73,409+19.5% |
| Participation rate | 80.4% | 72.4%+8.1pp | 72.0%+8.4pp | 72.2%+8.3pp |
| Annual return | 21.38% | 28.26%-6.9pp | 29.49%-8.1pp | 59.29%-37.9pp |
| Employer contribution / active EE | $777 | $1,898-59.0% | $4,310-82.0% | $2,234-65.2% |
| Participant deferral / active EE | $3,341 | $3,080+8.5% | $7,107-53.0% | $3,805-12.2% |
| Admin fee / account holder | $18 | $125-85.5% | $5,158-99.6% | $158-88.4% |