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 10-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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,789 |
PEERY & ASSOCIATES, INC.2 years Filed as: PEERY & ASSOCIATES Service code 13 · EIN 94-3274051 | Contract Administrator | $15,273 |
S B H U LIFE AGENCY INC3 years Service code 49 · EIN 13-2896238 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,537 | $62,624-48.0% | $177,989-81.7% | $77,643-58.1% |
| Participation rate | 60.9% | 66.8%-5.9pp | 77.1%-16.1pp | 70.6%-9.6pp |
| Annual return | 11.16% | 16.16%-5.0pp | 294.48%-283.3pp | 31.24%-20.1pp |
| Employer contribution / active EE | $1,176 | $1,909-38.4% | $3,949-70.2% | $2,726-56.9% |
| Participant deferral / active EE | $2,388 | $4,219-43.4% | $6,276-61.9% | $4,647-48.6% |
| Admin fee / account holder | $174 | $386-54.9% | $10,363-98.3% | $430-59.6% |