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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,745 |
COMMONWEALTH FINANCIAL NETWORK4+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $23,834 |
THE RETIREMENT ADVANTAGE INC3 years Service code 13 · EIN 39-1816008 | Contract Administrator | $5,485 |
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 | $65,082 | $58,264+11.7% | $86,612-24.9% | $71,457-8.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 20.06% | 21.63%-1.6pp | 591.07%-571.0pp | 28.85%-8.8pp |
| Employer contribution / active EE | $1,696 | $2,574-34.1% | $3,022-43.9% | $2,588-34.4% |
| Participant deferral / active EE | $4,317 | $3,436+25.6% | $4,438-2.7% | $4,289+0.7% |
| Admin fee / account holder | $278 | $1,057-73.7% | $5,614-95.1% | $1,587-82.5% |