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 4-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 | $26,029 |
Filed as: NEW YORK LIFE SECURITIES Service code 49 · EIN 27-0145686 | Other Services | $4,043 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,411 | $65,390-88.7% | $169,368-95.6% | $71,457-89.6% |
| Participation rate | 77.7% | 67.0%+10.8pp | 77.1%+0.6pp | 67.9%+9.8pp |
| Annual return | 26.37% | 21.31%+5.1pp | 405.60%-379.2pp | 28.85%-2.5pp |
| Employer contribution / active EE | $693 | $2,079-66.7% | $4,013-82.7% | $2,588-73.2% |
| Participant deferral / active EE | $1,648 | $4,367-62.3% | $6,221-73.5% | $4,289-61.6% |
| Admin fee / account holder | $138 | $1,324-89.6% | $9,003-98.5% | $1,587-91.3% |