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 | $88,593 |
Filed as: PENSIONMARK RETIREMENT GROUP Service code 27 · EIN 61-1758632 | Advisory (Plan) | $26,762 |
Filed as: ASSUREDPARTNERS INVESTMENT ADVISORS Service code 27 · EIN 85-0777552 | Advisory (Plan) | $9,673 |
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 | $59,315 | $44,960+31.9% | $84,966-30.2% | $74,495-20.4% |
| Participation rate | 84.9% | 49.4%+35.5pp | 67.5%+17.4pp | 67.2%+17.7pp |
| Annual return | 14.30% | 26.24%-11.9pp | 66.38%-52.1pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $1,342 | $1,457-7.9% | $2,727-50.8% | $2,623-48.8% |
| Participant deferral / active EE | $6,087 | $2,731+122.9% | $4,519+34.7% | $4,346+40.1% |
| Admin fee / account holder | $270 | $2,209-87.8% | $6,149-95.6% | $1,942-86.1% |