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 | $317,228 |
Filed as: FOCUS HOLDINGS USA, INC. Service code 27 · EIN 47-1258840 | Advisory (Plan) | $153,587 |
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 | $40,094 | $43,113-7.0% | $82,719-51.5% | $77,904-48.5% |
| Participation rate | 89.6% | 63.8%+25.8pp | 72.6%+17.1pp | 73.7%+16.0pp |
| Annual return | -9.39% | 2.60%-12.0pp | 701.18%-710.6pp | 12.21%-21.6pp |
| Employer contribution / active EE | $631 | $1,924-67.2% | $3,009-79.0% | $2,848-77.9% |
| Participant deferral / active EE | $4,681 | $3,057+53.2% | $4,395+6.5% | $4,806-2.6% |
| Admin fee / account holder | $98 | $102-4.1% | $5,329-98.2% | $133-26.0% |