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 ASSOCIATES9+ years Filed as: STEGNER INVESTMENT ASSOCIATES, INC. Service code 26 · EIN 06-1153247 | Advisory (Participants) | $62,771 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,887 |
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 | $150,820 | $99,078+52.2% | $96,544+56.2% | $74,419+102.7% |
| Participation rate | 65.0% | 80.7%-15.7pp | 76.0%-11.0pp | 70.7%-5.7pp |
| Annual return | 17.72% | 22.48%-4.8pp | 25.84%-8.1pp | 34.38%-16.7pp |
| Employer contribution / active EE | $2,163 | $2,570-15.8% | $2,965-27.0% | $2,637-18.0% |
| Participant deferral / active EE | $4,977 | $4,933+0.9% | $4,851+2.6% | $4,528+9.9% |
| Admin fee / account holder | $129 | $225-42.5% | $8,252-98.4% | $348-62.8% |