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 |
|---|---|---|
Filed as: MCGRIFF INSURANCE Service code 27 · EIN 56-1623293 | Advisory (Plan) | $36,256 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,929 |
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 | $63,051 | $53,165+18.6% | $86,188-26.8% | $74,419-15.3% |
| Participation rate | 56.1% | 64.9%-8.7pp | 69.0%-12.9pp | 70.7%-14.6pp |
| Annual return | 18.92% | 22.64%-3.7pp | 1168.45%-1149.5pp | 34.38%-15.5pp |
| Employer contribution / active EE | $1,717 | $1,210+41.9% | $2,380-27.8% | $2,637-34.9% |
| Participant deferral / active EE | $5,527 | $3,234+70.9% | $3,985+38.7% | $4,528+22.1% |
| Admin fee / account holder | $226 | $551-59.0% | $6,852-96.7% | $348-35.0% |