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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,182 |
AMERICAN FUNDS3 years Filed as: CAPITAL ASSET ADVISORY SERVICES Service code 27 · EIN 38-3470125 | Advisory (Plan) | $21,597 |
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 | $22,350 | $47,126-52.6% | $149,673-85.1% | $74,419-70.0% |
| Participation rate | 82.2% | 63.4%+18.8pp | 78.8%+3.5pp | 70.7%+11.5pp |
| Annual return | 21.16% | 22.75%-1.6pp | 134.42%-113.3pp | 34.38%-13.2pp |
| Employer contribution / active EE | $722 | $1,905-62.1% | $4,818-85.0% | $2,637-72.6% |
| Participant deferral / active EE | $1,427 | $2,728-47.7% | $5,680-74.9% | $4,528-68.5% |
| Admin fee / account holder | $189 | $343-44.9% | $13,210-98.6% | $348-45.7% |