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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,167 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $21,489 |
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 | $113,868 | $66,457+71.3% | $81,382+39.9% | $77,643+46.7% |
| Participation rate | 98.2% | 68.7%+29.5pp | 69.5%+28.7pp | 70.6%+27.6pp |
| Annual return | 12.59% | 15.93%-3.3pp | 24.73%-12.1pp | 31.24%-18.6pp |
| Employer contribution / active EE | $4,765 | $2,159+120.7% | $2,463+93.5% | $2,726+74.8% |
| Participant deferral / active EE | $7,014 | $3,679+90.6% | $3,883+80.6% | $4,647+50.9% |
| Admin fee / account holder | $85 | $583-85.4% | $5,768-98.5% | $430-80.3% |