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 | $135,271 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $49,296 |
EMPLOYEE BENEFITS GROUP, LLC6 years Service code 49 · EIN 73-1554797 | Other Services | $11,895 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,685 | $45,000-49.6% | $143,757-84.2% | $77,904-70.9% |
| Participation rate | 29.5% | 66.8%-37.3pp | 80.3%-50.8pp | 73.7%-44.2pp |
| Annual return | -15.12% | 29.03%-44.1pp | -0.04%-15.1pp | 12.21%-27.3pp |
| Employer contribution / active EE | $241 | $1,870-87.1% | $4,951-95.1% | $2,848-91.5% |
| Participant deferral / active EE | $962 | $3,157-69.5% | $5,637-82.9% | $4,806-80.0% |
| Admin fee / account holder | $129 | $98+30.6% | $14,673-99.1% | $133-3.0% |