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 5-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $88,746 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $49,560 |
N.A. FALCONE & ASSOCIATES, INC.3+ years Service code 13 · EIN 23-2773128 | Contract Administrator | $21,698 |
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 | $140,287 | $46,292+203.0% | $143,757-2.4% | $64,808+116.5% |
| Participation rate | 97.3% | 64.2%+33.1pp | 80.3%+17.0pp | 71.5%+25.8pp |
| Annual return | 1.84% | -10.05%+11.9pp | -0.04%+1.9pp | 32.82%-31.0pp |
| Employer contribution / active EE | $13,167 | $1,910+589.5% | $4,951+165.9% | $2,506+425.5% |
| Participant deferral / active EE | $9,205 | $2,646+247.9% | $5,637+63.3% | $4,310+113.6% |
| Admin fee / account holder | $289 | $154+88.2% | $14,673-98.0% | $188+54.1% |