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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $69,117 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $52,587 |
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 | $23,769 | $45,959-48.3% | $91,220-73.9% | $77,904-69.5% |
| Participation rate | 54.9% | 66.3%-11.4pp | 73.2%-18.3pp | 73.7%-18.8pp |
| Annual return | -17.07% | -5.32%-11.7pp | 114.01%-131.1pp | 12.21%-29.3pp |
| Employer contribution / active EE | $417 | $1,451-71.2% | $2,850-85.4% | $2,848-85.3% |
| Participant deferral / active EE | $1,309 | $3,283-60.1% | $4,234-69.1% | $4,806-72.8% |
| Admin fee / account holder | $115 | $99+17.0% | $5,420-97.9% | $133-12.9% |