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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $127,470 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $49,375 |
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 | $77,746 | $93,131-16.5% | $106,548-27.0% | $86,799-10.4% |
| Participation rate | 77.4% | 81.4%-4.0pp | 76.1%+1.3pp | 72.3%+5.2pp |
| Annual return | 13.42% | 19.45%-6.0pp | 26.80%-13.4pp | 97.91%-84.5pp |
| Employer contribution / active EE | $1,580 | $2,895-45.4% | $2,819-43.9% | $2,405-34.3% |
| Participant deferral / active EE | $3,529 | $4,708-25.1% | $4,398-19.8% | $4,131-14.6% |
| Admin fee / account holder | $287 | $145+97.9% | $7,407-96.1% | $170+69.3% |