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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,660 |
HUNGERFORD NICHOLS1 year Filed as: HUNGERFORD NICHOLS CPAS Service code 10 · EIN 38-2184825 | Accounting | $35,831 |
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 | $123,091 | $81,908+50.3% | $90,749+35.6% | $64,808+89.9% |
| Participation rate | 71.7% | 80.5%-8.8pp | 75.7%-4.0pp | 71.5%+0.2pp |
| Annual return | -17.73% | -12.53%-5.2pp | -12.16%-5.6pp | 32.82%-50.6pp |
| Employer contribution / active EE | $2,399 | $3,065-21.7% | $2,921-17.9% | $2,506-4.3% |
| Participant deferral / active EE | $4,056 | $4,840-16.2% | $4,564-11.1% | $4,310-5.9% |
| Admin fee / account holder | $276 | $157+75.9% | $8,445-96.7% | $188+47.2% |