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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,497 |
MONETA GROUP LLC1 year Filed as: MONETA INVESTMENT Service code 27 · EIN 20-1903821 | Advisory (Plan) | $16,394 |
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 | $64,299 | $54,573+17.8% | $90,951-29.3% | $73,488-12.5% |
| Participation rate | 90.1% | 61.2%+28.9pp | 69.0%+21.1pp | 70.7%+19.4pp |
| Annual return | 14.93% | 16.69%-1.8pp | 134.60%-119.7pp | 28.51%-13.6pp |
| Employer contribution / active EE | $641 | $991-35.3% | $2,122-69.8% | $2,270-71.8% |
| Participant deferral / active EE | $2,877 | $2,517+14.3% | $3,373-14.7% | $3,740-23.1% |
| Admin fee / account holder | $313 | $521-40.0% | $5,959-94.7% | $513-39.0% |