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 | $67,494 |
Service code 49 · EIN 74-2794194 | Other Services | $25,298 |
ASCENSUS LLC3 years Filed as: RETIREMENT MANAGEMENT SERVICES LLC Service code 49 | Other Services | $4,821 |
ASCENSUS LLC10+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 49 · EIN 31-1560462 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,256 | $86,944-46.8% | $107,525-57.0% | $74,304-37.7% |
| Participation rate | 94.1% | 59.6%+34.5pp | 75.1%+19.0pp | 60.3%+33.7pp |
| Annual return | 13.21% | 23.52%-10.3pp | 181.32%-168.1pp | 29.43%-16.2pp |
| Employer contribution / active EE | $638 | $2,757-76.9% | $3,754-83.0% | $2,241-71.5% |
| Participant deferral / active EE | $3,310 | $3,554-6.9% | $5,116-35.3% | $3,767-12.1% |
| Admin fee / account holder | $210 | $3,727-94.4% | $8,919-97.6% | $2,969-92.9% |