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 | $133,258 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $73,742 |
KMJ CORBIN & COMPANY LLP3 years Service code 10 · EIN 81-0569753 | Accounting | $19,760 |
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 | $119,100 | $82,202+44.9% | $125,339-5.0% | $64,808+83.8% |
| Participation rate | 97.5% | 77.9%+19.6pp | 82.4%+15.1pp | 71.5%+26.0pp |
| Annual return | -16.65% | 3.48%-20.1pp | 572.05%-588.7pp | 32.82%-49.5pp |
| Employer contribution / active EE | $1,766 | $3,615-51.2% | $4,814-63.3% | $2,506-29.5% |
| Participant deferral / active EE | $9,000 | $7,175+25.4% | $7,446+20.9% | $4,310+108.8% |
| Admin fee / account holder | $280 | $163+71.4% | $10,010-97.2% | $188+49.0% |