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 3-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 | $58,119 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $20,908 |
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 | $123,459 | $69,823+76.8% | $77,163+60.0% | $74,419+65.9% |
| Participation rate | 98.4% | 70.0%+28.4pp | 69.6%+28.8pp | 70.7%+27.6pp |
| Annual return | 17.26% | 19.98%-2.7pp | 37.87%-20.6pp | 34.38%-17.1pp |
| Employer contribution / active EE | $4,740 | $2,150+120.5% | $2,535+87.0% | $2,637+79.7% |
| Participant deferral / active EE | $7,129 | $3,558+100.4% | $3,833+86.0% | $4,528+57.4% |
| Admin fee / account holder | $128 | $398-67.8% | $5,472-97.7% | $348-63.2% |