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 8-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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $74,639 |
TRUTINA FINANCIAL1 year Service code 27 · EIN 47-0995939 | Advisory (Plan) | $18,262 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,054 | $28,956-3.1% | $71,735-60.9% | $64,808-56.7% |
| Participation rate | 81.1% | 65.2%+15.9pp | 62.3%+18.8pp | 71.5%+9.6pp |
| Annual return | 11.41% | -7.39%+18.8pp | 9.14%+2.3pp | 32.82%-21.4pp |
| Employer contribution / active EE | $1,503 | $1,159+29.7% | $1,704-11.8% | $2,506-40.0% |
| Participant deferral / active EE | $1,436 | $2,686-46.5% | $2,658-46.0% | $4,310-66.7% |
| Admin fee / account holder | $105 | $124-15.4% | $3,974-97.4% | $188-44.0% |