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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,348 |
MONETA GROUP LLC4 years Filed as: MONETA GROUP INVESTMENT Service code 27 · EIN 20-1903821 | Advisory (Plan) | $19,374 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,194 | $49,138+16.4% | $84,015-31.9% | $65,185-12.3% |
| Participation rate | 89.1% | 60.7%+28.3pp | 69.0%+20.0pp | 70.2%+18.9pp |
| Annual return | 31.54% | 23.00%+8.5pp | 71.31%-39.8pp | 29.38%+2.2pp |
| Employer contribution / active EE | $646 | $914-29.3% | $1,983-67.4% | $2,177-70.3% |
| Participant deferral / active EE | $2,678 | $2,397+11.7% | $3,239-17.3% | $3,514-23.8% |
| Admin fee / account holder | $352 | $543-35.2% | $6,101-94.2% | $847-58.5% |