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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $85,155 |
Filed as: INVESTMENT RESEARCH ADVISORY GROUP Service code 27 · EIN 58-1989031 | Advisory (Plan) | $38,507 |
SMITH & HOWARD, PC3 years Service code 10 · EIN 58-1250486 | Accounting | $15,000 |
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 | $89,629 | $56,767+57.9% | $101,794-12.0% | $85,563+4.8% |
| Participation rate | 70.8% | 57.6%+13.2pp | 69.2%+1.6pp | 66.0%+4.8pp |
| Annual return | 13.69% | 17.76%-4.1pp | 30.53%-16.8pp | 31.51%-17.8pp |
| Employer contribution / active EE | $937 | $1,112-15.7% | $2,289-59.1% | $2,654-64.7% |
| Participant deferral / active EE | $4,910 | $2,720+80.5% | $4,084+20.2% | $4,375+12.2% |
| Admin fee / account holder | $277 | $1,098-74.8% | $8,777-96.8% | $834-66.8% |