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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,784 |
FINANCIAL ENGINES1+ years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $6,257 |
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 | $53,138 | $81,908-35.1% | $90,749-41.4% | $64,808-18.0% |
| Participation rate | 100.0% | 80.5%+19.5pp | 75.7%+24.3pp | 71.5%+28.5pp |
| Annual return | 56.34% | -12.53%+68.9pp | -12.16%+68.5pp | 32.82%+23.5pp |
| Employer contribution / active EE | $24,471 | $3,065+698.4% | $2,921+737.8% | $2,506+876.5% |
| Participant deferral / active EE | $17,701 | $4,840+265.7% | $4,564+287.8% | $4,310+310.7% |
| Admin fee / account holder | $88 | $157-44.1% | $8,445-99.0% | $188-53.2% |