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 | $10,586 |
MFA ASSET MANAGEMENT6+ years Service code 16 · EIN 04-3540481 | Consulting | $9,404 |
WALDRON H RAND & COMPANY, P.C.1 year Filed as: WALDRON H RAND & COMPANY Service code 10 · EIN 04-2759781 | Accounting | $6,900 |
NFP RETIREMENT INC3 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $3,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,419 | $52,279+27.0% | $89,391-25.7% | $79,858-16.8% |
| Participation rate | 20.7% | 57.5%-36.8pp | 68.0%-47.3pp | 69.6%-48.9pp |
| Annual return | 10.08% | 22.16%-12.1pp | 245.62%-235.5pp | 31.71%-21.6pp |
| Employer contribution / active EE | $294 | $1,572-81.3% | $2,586-88.6% | $2,471-88.1% |
| Participant deferral / active EE | $1,575 | $2,740-42.5% | $3,890-59.5% | $3,740-57.9% |
| Admin fee / account holder | $996 | $3,356-70.3% | $4,881-79.6% | $5,306-81.2% |