Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,244 |
MONETA GROUP LLC3 years Service code 27 · EIN 43-1300956 | Advisory (Plan) | $34,316 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,648 | $110,483-56.9% | $145,433-67.2% | $79,634-40.2% |
| Participation rate | 33.7% | 71.1%-37.4pp | 82.1%-48.5pp | 62.5%-28.8pp |
| Annual return | 19.05% | 24.62%-5.6pp | 66.58%-47.5pp | 36.46%-17.4pp |
| Employer contribution / active EE | $0 | $4,053-100.0% | $4,554-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $3,575 | $7,216-50.5% | $7,897-54.7% | $3,835-6.8% |
| Admin fee / account holder | $218 | $680-67.9% | $13,129-98.3% | $1,002-78.2% |