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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,692 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $14,760 |
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 | $23,893 | $50,815-53.0% | $155,509-84.6% | $77,643-69.2% |
| Participation rate | 89.6% | 63.1%+26.5pp | 78.2%+11.4pp | 70.6%+19.0pp |
| Annual return | 18.60% | 34.80%-16.2pp | 64.67%-46.1pp | 31.24%-12.6pp |
| Employer contribution / active EE | $794 | $1,993-60.1% | $4,672-83.0% | $2,726-70.9% |
| Participant deferral / active EE | $1,503 | $2,822-46.7% | $5,626-73.3% | $4,647-67.6% |
| Admin fee / account holder | $174 | $437-60.1% | $15,912-98.9% | $430-59.5% |