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 9-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 | $9,380 |
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $6,248 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,494 | $80,753-53.6% | $136,294-72.5% | $62,292-39.8% |
| Participation rate | 63.2% | 73.5%-10.3pp | 81.9%-18.7pp | 69.5%-6.3pp |
| Annual return | 26.00% | 35.83%-9.8pp | 5155.94%-5129.9pp | 28.90%-2.9pp |
| Employer contribution / active EE | $1,074 | $2,884-62.7% | $4,695-77.1% | $2,042-47.4% |
| Participant deferral / active EE | $3,090 | $5,164-40.2% | $6,247-50.5% | $3,169-2.5% |
| Admin fee / account holder | $65 | $525-87.7% | $9,243-99.3% | $479-86.5% |