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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,196 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $34,495 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $20,953 |
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 | $27,964 | $52,886-47.1% | $109,895-74.6% | $93,030-69.9% |
| Participation rate | 63.3% | 66.4%-3.1pp | 74.2%-11.0pp | 73.9%-10.6pp |
| Annual return | 17.16% | 16.89%+0.3pp | 29.45%-12.3pp | 158.70%-141.5pp |
| Employer contribution / active EE | $396 | $1,248-68.3% | $2,842-86.1% | $2,706-85.4% |
| Participant deferral / active EE | $1,324 | $2,815-53.0% | $4,048-67.3% | $4,562-71.0% |
| Admin fee / account holder | $106 | $91+16.8% | $6,066-98.3% | $152-30.2% |