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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,812 |
EQUITABLE ADVISORS LLC5 years Filed as: EQUITABLE NETWORK LLC Service code 49 · EIN 06-1555494 | Other Services | $1,954 |
Annual investment return 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 | $48,833 | $88,083-44.6% | $164,813-70.4% | $74,495-34.4% |
| Participation rate | 98.8% | 73.0%+25.7pp | 78.6%+20.2pp | 67.2%+31.6pp |
| Annual return | 10.56% | 17.26%-6.7pp | 69.93%-59.4pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $1,519 | $2,593-41.4% | $4,341-65.0% | $2,623-42.1% |
| Participant deferral / active EE | $4,037 | $4,498-10.2% | $6,031-33.1% | $4,346-7.1% |
| Admin fee / account holder | $121 | $2,234-94.6% | $12,690-99.0% | $1,942-93.8% |