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 | $2,420 |
STAHL & ASSOCIATES1 year Filed as: STAHL & ASSOCIATES INSURANCE INC Service code 49 · EIN 59-2273547 | Other Services | $0 |
Participant contribution per participant 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 | $57,919 | $86,655-33.2% | $119,609-51.6% | $66,914-13.4% |
| Participation rate | 86.8% | 75.6%+11.3pp | 79.3%+7.6pp | 69.8%+17.0pp |
| Annual return | 3.22% | -8.00%+11.2pp | -14.97%+18.2pp | 1.58%+1.6pp |
| Employer contribution / active EE | $3,756 | $2,536+48.1% | $4,232-11.2% | $2,544+47.6% |
| Participant deferral / active EE | $1,859 | $4,358-57.3% | $5,602-66.8% | $4,237-56.1% |
| Admin fee / account holder | $8 | $755-99.0% | $10,323-99.9% | $593-98.7% |