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 |
|---|---|---|
STEGNER INVESTMENT ASSOCIATES7+ years Filed as: STEGNER INVESTMENT ASSOCIATES, INC. Service code 26 · EIN 06-1153247 | Advisory (Participants) | $66,003 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,733 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $174,936 | $185,342-5.6% | $111,297+57.2% | $86,799+101.5% |
| Participation rate | 68.9% | 81.0%-12.1pp | 77.3%-8.4pp | 72.3%-3.4pp |
| Annual return | 13.97% | 500.80%-486.8pp | 54.65%-40.7pp | 97.91%-83.9pp |
| Employer contribution / active EE | $2,153 | $2,246-4.2% | $2,731-21.2% | $2,405-10.5% |
| Participant deferral / active EE | $4,849 | $4,458+8.8% | $4,487+8.1% | $4,131+17.4% |
| Admin fee / account holder | $172 | $255-32.8% | $7,964-97.8% | $170+1.2% |