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 10-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 | $30,016 |
TRUENORTH, INC.2+ years Filed as: TRUENORTH INC Service code 27 · EIN 48-1233289 | Advisory (Plan) | $27,664 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,134 | $56,054+62.6% | $171,082-46.7% | $62,891+44.9% |
| Participation rate | 79.4% | 62.9%+16.5pp | 76.7%+2.7pp | 69.3%+10.1pp |
| Annual return | 5.44% | 22.52%-17.1pp | 32.56%-27.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,681 | $1,731-2.9% | $4,002-58.0% | $2,281-26.3% |
| Participant deferral / active EE | $5,734 | $3,158+81.6% | $4,797+19.5% | $3,203+79.0% |
| Admin fee / account holder | $503 | $3,647-86.2% | $8,520-94.1% | $4,296-88.3% |