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 8-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 |
|---|---|---|
NORTH RIDGE SECURITIES CORP1+ years Filed as: NORTH RIDGE SECURITY CORP Service code 49 · EIN 11-3022165 | Other Services | $4,918 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,437 |
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 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 | $31,345 | $41,854-25.1% | $73,843-57.6% | $52,331-40.1% |
| Participation rate | 54.0% | 66.2%-12.2pp | 73.4%-19.5pp | 68.1%-14.1pp |
| Annual return | 0.34% | 2.11%-1.8pp | 2267.84%-2267.5pp | 4.54%-4.2pp |
| Employer contribution / active EE | $571 | $1,920-70.3% | $2,787-79.5% | $1,882-69.6% |
| Participant deferral / active EE | $1,143 | $2,498-54.2% | $3,583-68.1% | $3,022-62.2% |
| Admin fee / account holder | $36 | $493-92.6% | $4,880-99.3% | $592-93.9% |