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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,050 |
ACTUARIAL BENEFITS CORP9+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 49 · EIN 20-1054428 | Other Services | $21,296 |
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 | $185,312 | $82,978+123.3% | $129,995+42.6% | $71,457+159.3% |
| Participation rate | 90.8% | 74.1%+16.7pp | 78.5%+12.3pp | 67.9%+22.9pp |
| Annual return | 16.85% | 20.60%-3.8pp | -137.18%+154.0pp | 28.85%-12.0pp |
| Employer contribution / active EE | $5,347 | $2,622+104.0% | $4,320+23.8% | $2,588+106.6% |
| Participant deferral / active EE | $12,144 | $4,432+174.0% | $5,820+108.7% | $4,289+183.2% |
| Admin fee / account holder | $160 | $1,729-90.7% | $10,614-98.5% | $1,587-89.9% |