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 | $29,662 |
MIZELL, LISA C.5 years Service code 49 9347 BRIARHURST DR · DALLAS, TX 752436139 | Other Services | $2,802 |
ZIMMERMANN, MARCIA J.8+ years Service code 49 4321 VALLEY RIDGE RD · DALLAS, TX 752201927 | Other Services | $2,802 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,473 | $72,254-57.8% | $86,677-64.8% | $64,808-53.0% |
| Participation rate | 73.7% | 80.4%-6.7pp | 76.6%-2.8pp | 71.5%+2.3pp |
| Annual return | -15.27% | 392.42%-407.7pp | 35.91%-51.2pp | 32.82%-48.1pp |
| Employer contribution / active EE | $0 | $2,393-100.0% | $2,836-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,110 | $4,658-54.7% | $4,656-54.7% | $4,310-51.1% |
| Admin fee / account holder | $132 | $174-24.4% | $7,493-98.2% | $188-30.0% |