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 | $267,160 |
MAULDIN & JENKINS9 years Filed as: MAULDIN AND JENKINS Service code 10 · EIN 58-0692043 | Accounting | $42,000 |
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 | $104,323 | $160,882-35.2% | $200,582-48.0% | $102,872+1.4% |
| Participation rate | 96.7% | 91.2%+5.5pp | 86.9%+9.8pp | 73.0%+23.6pp |
| Annual return | 16.19% | 18.15%-2.0pp | 42.33%-26.1pp | 19.06%-2.9pp |
| Employer contribution / active EE | $2,831 | $5,602-49.5% | $6,419-55.9% | $3,526-19.7% |
| Participant deferral / active EE | $7,864 | $9,300-15.4% | $9,331-15.7% | $5,535+42.1% |
| Admin fee / account holder | $92 | $125-26.2% | $16,305-99.4% | $292-68.5% |