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 | $2,485 |
STAHL & ASSOCIATES2 years 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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,652 | $82,978-29.3% | $129,995-54.9% | $71,457-17.9% |
| Participation rate | 82.1% | 74.1%+8.0pp | 78.5%+3.6pp | 67.9%+14.2pp |
| Annual return | 3.52% | 20.60%-17.1pp | -137.18%+140.7pp | 28.85%-25.3pp |
| Employer contribution / active EE | $4,393 | $2,622+67.6% | $4,320+1.7% | $2,588+69.8% |
| Participant deferral / active EE | $1,783 | $4,432-59.8% | $5,820-69.4% | $4,289-58.4% |
| Admin fee / account holder | $8 | $1,729-99.5% | $10,614-99.9% | $1,587-99.5% |