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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,782 |
CAMBRIDGE INVESTMENT RESEARCH4+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 49 · EIN 42-1445429 | Other Services | $15,604 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,911 | $62,928-54.1% | $172,739-83.3% | $67,579-57.2% |
| Participation rate | 93.1% | 64.5%+28.6pp | 82.6%+10.5pp | 71.3%+21.8pp |
| Annual return | 7.45% | 30.36%-22.9pp | 802.84%-795.4pp | 378.56%-371.1pp |
| Employer contribution / active EE | $1,307 | $1,636-20.1% | $5,143-74.6% | $2,148-39.2% |
| Participant deferral / active EE | $2,180 | $2,145+1.7% | $5,198-58.1% | $3,539-38.4% |
| Admin fee / account holder | $92 | $167-45.1% | $13,954-99.3% | $142-35.7% |