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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,606 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $25,992 |
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 | $77,418 | $117,025-33.8% | $91,541-15.4% | $85,563-9.5% |
| Participation rate | 75.0% | 64.2%+10.8pp | 69.8%+5.2pp | 66.0%+9.0pp |
| Annual return | 14.59% | 18.02%-3.4pp | 20.50%-5.9pp | 31.51%-16.9pp |
| Employer contribution / active EE | $920 | $2,120-56.6% | $2,505-63.3% | $2,654-65.3% |
| Participant deferral / active EE | $2,955 | $3,446-14.3% | $4,008-26.3% | $4,375-32.5% |
| Admin fee / account holder | $242 | $1,242-80.5% | $6,956-96.5% | $834-71.0% |