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 | $88,382 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $44,947 |
SC&H ATTEST SERVICES, P.C.3 years Filed as: SC&H ATTEST SERVICES Service code 10 · EIN 52-1743645 | Accounting | $37,490 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $122,103 | $95,274+28.2% | $135,903-10.2% | $74,419+64.1% |
| Participation rate | 95.2% | 78.2%+17.0pp | 81.9%+13.2pp | 70.7%+24.4pp |
| Annual return | 15.17% | 32.77%-17.6pp | 68.23%-53.1pp | 34.38%-19.2pp |
| Employer contribution / active EE | $3,465 | $3,874-10.6% | $4,856-28.6% | $2,637+31.4% |
| Participant deferral / active EE | $10,069 | $7,782+29.4% | $7,758+29.8% | $4,528+122.4% |
| Admin fee / account holder | $185 | $266-30.5% | $10,762-98.3% | $348-46.8% |