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 | $63,591 |
COMMONWEALTH FINANCIAL NETWORK10+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $26,663 |
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 | $45,504 | $82,917-45.1% | $103,333-56.0% | $77,643-41.4% |
| Participation rate | 91.3% | 71.6%+19.7pp | 74.5%+16.8pp | 70.6%+20.7pp |
| Annual return | 13.04% | 19.13%-6.1pp | 24.88%-11.8pp | 31.24%-18.2pp |
| Employer contribution / active EE | $2,455 | $3,552-30.9% | $3,868-36.5% | $2,726-9.9% |
| Participant deferral / active EE | $4,003 | $4,108-2.6% | $5,057-20.8% | $4,647-13.9% |
| Admin fee / account holder | $222 | $638-65.2% | $8,355-97.3% | $430-48.4% |