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 | $30,587 |
MIZELL, LISA C.4 years Service code 49 9347 BRIARHURST DR · DALLAS, TX 752436139 | Other Services | $2,822 |
ZIMMERMANN, MARCIA J.7+ years Service code 49 4321 VALLEY RIDGE RD · DALLAS, TX 752201927 | Other Services | $2,822 |
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 | $32,349 | $84,936-61.9% | $111,297-70.9% | $79,386-59.3% |
| Participation rate | 78.5% | 75.9%+2.7pp | 77.3%+1.2pp | 70.7%+7.8pp |
| Annual return | 12.25% | 17.45%-5.2pp | 54.65%-42.4pp | 116.85%-104.6pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,731-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,053 | $3,888-21.5% | $4,487-32.0% | $4,046-24.5% |
| Admin fee / account holder | $117 | $537-78.3% | $7,964-98.5% | $626-81.4% |