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 | $259,240 |
HAYS FINANCIAL GROUP6 years Service code 27 · EIN 41-1784898 | Advisory (Plan) | $50,000 |
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 | $143,722 | $129,021+11.4% | $184,203-22.0% | $77,643+85.1% |
| Participation rate | 97.5% | 87.3%+10.2pp | 86.8%+10.7pp | 70.6%+26.9pp |
| Annual return | 84.89% | 33.27%+51.6pp | 28.81%+56.1pp | 31.24%+53.7pp |
| Employer contribution / active EE | $13,330 | $4,413+202.1% | $6,427+107.4% | $2,726+389.0% |
| Participant deferral / active EE | $10,645 | $7,297+45.9% | $9,131+16.6% | $4,647+129.1% |
| Admin fee / account holder | $244 | $254-3.9% | $13,901-98.2% | $430-43.3% |