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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,155 |
AMERICAN FUNDS2 years Filed as: CAPITAL ASSET ADVISORY SERVICES Service code 27 · EIN 38-3470125 | Advisory (Plan) | $22,849 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,722 | $46,292-61.7% | $143,757-87.7% | $64,808-72.7% |
| Participation rate | 81.3% | 64.2%+17.1pp | 80.3%+1.0pp | 71.5%+9.8pp |
| Annual return | -18.92% | -10.05%-8.9pp | -0.04%-18.9pp | 32.82%-51.7pp |
| Employer contribution / active EE | $669 | $1,910-65.0% | $4,951-86.5% | $2,506-73.3% |
| Participant deferral / active EE | $1,255 | $2,646-52.6% | $5,637-77.7% | $4,310-70.9% |
| Admin fee / account holder | $176 | $154+14.3% | $14,673-98.8% | $188-6.4% |