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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,481 |
USI CONSULTING GROUP1 year Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | 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 | $63,695 | $35,986+77.0% | $77,482-17.8% | $73,488-13.3% |
| Participation rate | 51.9% | 40.8%+11.1pp | 54.2%-2.3pp | 70.7%-18.8pp |
| Annual return | 10.48% | 19.26%-8.8pp | 54.79%-44.3pp | 28.51%-18.0pp |
| Employer contribution / active EE | $393 | $557-29.5% | $986-60.2% | $2,270-82.7% |
| Participant deferral / active EE | $2,123 | $1,198+77.2% | $1,861+14.0% | $3,740-43.2% |
| Admin fee / account holder | $28 | $466-94.1% | $2,858-99.0% | $513-94.6% |