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 4-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,617 |
FISHER INVESTMENTS1+ years Filed as: FISHER INVESTMENTS, INC. Service code 10 · EIN 20-2480800 | Accounting | $27,992 |
ROCKLAND TRUST1+ years Filed as: ROCKLAND TRUST COMPANY Service code 27 · EIN 04-1782600 | Advisory (Plan) | $5,375 |
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 | $19,977 | $56,485-64.6% | $185,823-89.2% | $86,799-77.0% |
| Participation rate | 97.2% | 65.5%+31.7pp | 81.7%+15.5pp | 72.3%+24.9pp |
| Annual return | 13.35% | 118.04%-104.7pp | 122.05%-108.7pp | 97.91%-84.6pp |
| Employer contribution / active EE | $439 | $1,843-76.2% | $5,167-91.5% | $2,405-81.8% |
| Participant deferral / active EE | $3,181 | $2,553+24.6% | $5,568-42.9% | $4,131-23.0% |
| Admin fee / account holder | $214 | $150+43.3% | $16,237-98.7% | $170+26.4% |