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 6-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,833 |
COMMONWEALTH FINANCIAL NETWORK3+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $25,834 |
THE RETIREMENT ADVANTAGE INC2 years Service code 13 · EIN 39-1816008 | Contract Administrator | $5,744 |
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 | $54,157 | $51,197+5.8% | $82,719-34.5% | $66,914-19.1% |
| Participation rate | 98.6% | 67.8%+30.8pp | 72.6%+26.1pp | 69.8%+28.8pp |
| Annual return | -16.85% | -9.64%-7.2pp | 701.18%-718.0pp | 1.58%-18.4pp |
| Employer contribution / active EE | $2,275 | $2,611-12.9% | $3,009-24.4% | $2,544-10.6% |
| Participant deferral / active EE | $5,406 | $3,458+56.3% | $4,395+23.0% | $4,237+27.6% |
| Admin fee / account holder | $289 | $416-30.4% | $5,329-94.6% | $593-51.3% |