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 4-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,555 |
Filed as: MCGRIFF INSURANCE SVCS Service code 13 · EIN 56-1623293 | Contract Administrator | $35,659 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $60,724 | $42,353+43.4% | $79,550-23.7% | $64,808-6.3% |
| Participation rate | 55.4% | 64.8%-9.4pp | 69.5%-14.1pp | 71.5%-16.1pp |
| Annual return | -17.45% | -12.24%-5.2pp | 0.16%-17.6pp | 32.82%-50.3pp |
| Employer contribution / active EE | $1,451 | $1,181+22.9% | $2,413-39.9% | $2,506-42.1% |
| Participant deferral / active EE | $4,756 | $3,170+50.0% | $3,985+19.3% | $4,310+10.3% |
| Admin fee / account holder | $254 | $160+58.9% | $6,832-96.3% | $188+35.0% |