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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $146,059 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $50,537 |
EMPLOYEE BENEFITS GROUP, LLC7 years Service code 49 · EIN 73-1554797 | Other Services | $12,449 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,191 | $50,127-79.7% | $149,673-93.2% | $80,160-87.3% |
| Participation rate | 91.7% | 64.3%+27.4pp | 78.8%+12.9pp | 72.9%+18.8pp |
| Annual return | 16.32% | 29.82%-13.5pp | 134.42%-118.1pp | 40.38%-24.1pp |
| Employer contribution / active EE | $298 | $1,865-84.0% | $4,818-93.8% | $2,978-90.0% |
| Participant deferral / active EE | $1,046 | $3,194-67.2% | $5,680-81.6% | $5,017-79.1% |
| Admin fee / account holder | $53 | $153-65.6% | $13,210-99.6% | $145-63.8% |