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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,384 |
Filed as: PROCOURSE FIDUCIARY ADV Service code 27 · EIN 45-5291215 | Advisory (Plan) | $24,000 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 · EIN 35-2091834 | Contract Administrator | $16,068 |
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 | $19,483 | $46,292-57.9% | $143,757-86.4% | $64,808-69.9% |
| Participation rate | 98.6% | 64.2%+34.4pp | 80.3%+18.3pp | 71.5%+27.2pp |
| Annual return | -15.03% | -10.05%-5.0pp | -0.04%-15.0pp | 32.82%-47.8pp |
| Employer contribution / active EE | $1,316 | $1,910-31.1% | $4,951-73.4% | $2,506-47.5% |
| Participant deferral / active EE | $2,557 | $2,646-3.4% | $5,637-54.6% | $4,310-40.7% |
| Admin fee / account holder | $167 | $154+8.5% | $14,673-98.9% | $188-11.1% |