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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,084 |
MUTUAL SECURITIES INC7+ years Service code 49 · EIN 95-3703162 | Other Services | $6,693 |
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 | $79,101 | $77,660+1.9% | $109,143-27.5% | $79,386-0.4% |
| Participation rate | 90.3% | 67.8%+22.5pp | 75.9%+14.4pp | 70.7%+19.6pp |
| Annual return | 16.21% | 23.44%-7.2pp | 25.75%-9.5pp | 116.85%-100.6pp |
| Employer contribution / active EE | $1,491 | $2,797-46.7% | $3,722-60.0% | $2,427-38.6% |
| Participant deferral / active EE | $4,011 | $3,518+14.0% | $4,653-13.8% | $4,046-0.9% |
| Admin fee / account holder | $147 | $732-79.9% | $6,752-97.8% | $626-76.5% |