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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,796 |
MCGRIFF INSURANCE SERVICES2 years Filed as: MCGRIFF INSURANCE Service code 27 · EIN 56-1623293 | Advisory (Plan) | $44,467 |
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 | $73,664 | $54,193+35.9% | $93,606-21.3% | $77,643-5.1% |
| Participation rate | 58.8% | 63.9%-5.1pp | 68.7%-9.9pp | 70.6%-11.7pp |
| Annual return | 16.54% | 30.54%-14.0pp | 133.20%-116.7pp | 31.24%-14.7pp |
| Employer contribution / active EE | $1,793 | $1,168+53.5% | $2,420-25.9% | $2,726-34.2% |
| Participant deferral / active EE | $5,947 | $3,144+89.2% | $4,411+34.8% | $4,647+28.0% |
| Admin fee / account holder | $269 | $576-53.3% | $8,285-96.8% | $430-37.5% |