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 9-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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $576,401 |
SPECTRUM INVESTMENT ADVISORS2 years Filed as: SPECTRUM INVESTMENT Service code 27 · EIN 39-1828175 | Advisory (Plan) | $176,702 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,354 | $119,627-51.2% | $146,958-60.3% | $99,062-41.1% |
| Participation rate | 95.9% | 73.4%+22.5pp | 82.2%+13.8pp | 71.6%+24.3pp |
| Annual return | 15.16% | 28.82%-13.7pp | 418.34%-403.2pp | 17.66%-2.5pp |
| Employer contribution / active EE | $2,047 | $4,153-50.7% | $4,933-58.5% | $3,262-37.2% |
| Participant deferral / active EE | $6,607 | $7,997-17.4% | $8,070-18.1% | $5,331+23.9% |
| Admin fee / account holder | $117 | $150-22.0% | $12,998-99.1% | $109+7.2% |