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 | $33,949 |
Filed as: PARK AVENUE SECURITIES Service code 49 · EIN 13-4023176 | Other Services | $6,863 |
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 | $62,024 | $63,745-2.7% | $98,442-37.0% | $79,386-21.9% |
| Participation rate | 82.7% | 69.9%+12.8pp | 73.3%+9.4pp | 70.7%+12.0pp |
| Annual return | 17.35% | 625.80%-608.5pp | 1492.73%-1475.4pp | 116.85%-99.5pp |
| Employer contribution / active EE | $928 | $2,557-63.7% | $2,960-68.6% | $2,427-61.8% |
| Participant deferral / active EE | $3,378 | $3,303+2.3% | $4,276-21.0% | $4,046-16.5% |
| Admin fee / account holder | $180 | $516-65.2% | $5,949-97.0% | $626-71.3% |