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 |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $80,000 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $70,005 |
RBT CPAS, LLP6 years Filed as: RBT CPAS Service code 10 · EIN 14-1604297 | Accounting | $15,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,343 | $45,000+63.0% | $143,757-49.0% | $77,904-5.9% |
| Participation rate | 60.1% | 66.8%-6.7pp | 80.3%-20.2pp | 73.7%-13.6pp |
| Annual return | -12.54% | 29.03%-41.6pp | -0.04%-12.5pp | 12.21%-24.7pp |
| Employer contribution / active EE | $1,295 | $1,870-30.7% | $4,951-73.8% | $2,848-54.5% |
| Participant deferral / active EE | $4,342 | $3,157+37.6% | $5,637-23.0% | $4,806-9.6% |
| Admin fee / account holder | $21 | $98-78.9% | $14,673-99.9% | $133-84.3% |