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 3-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $128,010 |
USI CONSULTING GROUP1+ years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $30,000 |
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 | $64,347 | $100,227-35.8% | $169,993-62.1% | $74,419-13.5% |
| Participation rate | 58.2% | 87.3%-29.1pp | 87.0%-28.8pp | 70.7%-12.5pp |
| Annual return | 20.60% | 66.08%-45.5pp | 53.37%-32.8pp | 34.38%-13.8pp |
| Employer contribution / active EE | $2,192 | $4,263-48.6% | $6,785-67.7% | $2,637-16.9% |
| Participant deferral / active EE | $4,392 | $7,143-38.5% | $10,408-57.8% | $4,528-3.0% |
| Admin fee / account holder | $242 | $234+3.4% | $12,815-98.1% | $348-30.3% |