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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,467 |
Filed as: HERNDON-RESTON INSURANCE AGENCY, IN Service code 49 · EIN 54-0834673 | Other Services | $2,796 |
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 | $53,824 | $42,901+25.5% | $91,220-41.0% | $64,808-16.9% |
| Participation rate | 94.3% | 68.1%+26.1pp | 73.2%+21.1pp | 71.5%+22.8pp |
| Annual return | -18.18% | -13.53%-4.6pp | 114.01%-132.2pp | 32.82%-51.0pp |
| Employer contribution / active EE | $968 | $1,571-38.4% | $2,850-66.0% | $2,506-61.4% |
| Participant deferral / active EE | $4,165 | $3,501+19.0% | $4,234-1.6% | $4,310-3.4% |
| Admin fee / account holder | $18 | $131-86.4% | $5,420-99.7% | $188-90.5% |