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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,815 |
RKL LLP3 years Service code 10 · EIN 23-2108173 | Accounting | $13,000 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $53,880 | $79,428-32.2% | $106,548-49.4% | $79,386-32.1% |
| Participation rate | 36.7% | 74.1%-37.5pp | 76.1%-39.5pp | 70.7%-34.0pp |
| Annual return | 13.92% | 18.27%-4.4pp | 26.80%-12.9pp | 116.85%-102.9pp |
| Employer contribution / active EE | $292 | $2,234-86.9% | $2,819-89.6% | $2,427-88.0% |
| Participant deferral / active EE | $1,804 | $3,823-52.8% | $4,398-59.0% | $4,046-55.4% |
| Admin fee / account holder | $221 | $523-57.7% | $7,407-97.0% | $626-64.7% |