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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,324 |
Filed as: NEW YORK LIFE SECURITIES Service code 49 · EIN 27-0145686 | Other Services | $6,038 |
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 | $8,802 | $73,360-88.0% | $177,989-95.1% | $74,495-88.2% |
| Participation rate | 83.5% | 66.6%+16.9pp | 77.1%+6.4pp | 67.2%+16.3pp |
| Annual return | 11.75% | 17.49%-5.7pp | 294.48%-282.7pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $686 | $2,216-69.0% | $3,949-82.6% | $2,623-73.8% |
| Participant deferral / active EE | $1,702 | $4,513-62.3% | $6,276-72.9% | $4,346-60.8% |
| Admin fee / account holder | $159 | $1,808-91.2% | $10,363-98.5% | $1,942-91.8% |