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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $28,001 |
MUTUAL SECURITIES INC9+ years Service code 49 · EIN 95-3703162 | Other Services | $5,953 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $96,538 | $76,670+25.9% | $96,683-0.2% | $71,457+35.1% |
| Participation rate | 87.3% | 66.6%+20.8pp | 74.3%+13.0pp | 67.9%+19.4pp |
| Annual return | 16.72% | 48.29%-31.6pp | 35.69%-19.0pp | 28.85%-12.1pp |
| Employer contribution / active EE | $1,582 | $3,031-47.8% | $3,737-57.7% | $2,588-38.9% |
| Participant deferral / active EE | $4,280 | $3,771+13.5% | $4,878-12.3% | $4,289-0.2% |
| Admin fee / account holder | $178 | $2,028-91.2% | $6,730-97.3% | $1,587-88.8% |