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 7-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 | $1,053,915 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1301701 | Advisory (Plan) | $74,891 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $98,078 | $122,693-20.1% | $184,203-46.8% | $199,593-50.9% |
| Participation rate | 96.0% | 86.8%+9.2pp | 86.8%+9.2pp | 72.0%+24.0pp |
| Annual return | 16.40% | 143.91%-127.5pp | 28.81%-12.4pp | 34.25%-17.8pp |
| Employer contribution / active EE | $3,690 | $4,584-19.5% | $6,427-42.6% | $3,034+21.6% |
| Participant deferral / active EE | $9,867 | $7,990+23.5% | $9,131+8.1% | $5,087+94.0% |
| Admin fee / account holder | $222 | $121+83.8% | $13,901-98.4% | $269-17.6% |