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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $82,381 |
MERRILL LYNCH PIERCE FENNER & SMITH11+ years Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $80,000 |
RBT CPAS, LLP9 years Filed as: RBT CPAS Service code 10 · EIN 14-1604297 | Accounting | $16,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $91,233 | $57,610+58.4% | $154,803-41.1% | $102,872-11.3% |
| Participation rate | 66.0% | 59.5%+6.6pp | 78.1%-12.1pp | 73.0%-7.0pp |
| Annual return | 10.89% | 30.49%-19.6pp | 58.88%-48.0pp | 19.06%-8.2pp |
| Employer contribution / active EE | $1,241 | $1,883-34.1% | $4,305-71.2% | $3,526-64.8% |
| Participant deferral / active EE | $5,513 | $2,914+89.2% | $5,540-0.5% | $5,535-0.4% |
| Admin fee / account holder | $20 | $368-94.6% | $14,329-99.9% | $292-93.2% |