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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,337 |
LEONARD CARDER, LLP3 years Filed as: LEONARD ADAMS INSURANCE INC Service code 49 | Other Services | $2,382 |
Service code 49 · EIN 93-0502772 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $54,722 | $44,764+22.2% | $68,791-20.5% | $64,808-15.6% |
| Participation rate | 31.9% | 64.8%-32.9pp | 69.0%-37.2pp | 71.5%-39.6pp |
| Annual return | -15.31% | -10.91%-4.4pp | -6.38%-8.9pp | 32.82%-48.1pp |
| Employer contribution / active EE | $261 | $1,775-85.3% | $2,655-90.2% | $2,506-89.6% |
| Participant deferral / active EE | $1,683 | $3,238-48.0% | $3,941-57.3% | $4,310-61.0% |
| Admin fee / account holder | $194 | $151+28.4% | $4,932-96.1% | $188+3.5% |