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 | $143,453 |
LOCKTON INVESTMENT ADVISORS, LLC6+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $78,894 |
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 | $63,434 | $66,528-4.7% | $86,874-27.0% | $86,799-26.9% |
| Participation rate | 70.2% | 72.4%-2.1pp | 71.6%-1.4pp | 72.3%-2.0pp |
| Annual return | 14.08% | 19.56%-5.5pp | 63.52%-49.4pp | 97.91%-83.8pp |
| Employer contribution / active EE | $1,201 | $2,007-40.2% | $2,495-51.9% | $2,405-50.1% |
| Participant deferral / active EE | $3,796 | $3,240+17.2% | $3,699+2.6% | $4,131-8.1% |
| Admin fee / account holder | $219 | $148+47.6% | $5,828-96.2% | $170+29.0% |