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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,519 |
WORKPLACE BENEFITS, INC.6+ years Service code 49 · EIN 22-3719429 | Other Services | $4,658 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,457 | $66,124+5.0% | $90,404-23.2% | $73,488-5.5% |
| Participation rate | 76.9% | 69.7%+7.2pp | 72.7%+4.2pp | 70.7%+6.2pp |
| Annual return | 15.39% | 17.65%-2.3pp | 1293.02%-1277.6pp | 28.51%-13.1pp |
| Employer contribution / active EE | $1,033 | $2,346-56.0% | $3,262-68.3% | $2,270-54.5% |
| Participant deferral / active EE | $4,220 | $3,039+38.9% | $3,963+6.5% | $3,740+12.9% |
| Admin fee / account holder | $150 | $396-62.2% | $5,611-97.3% | $513-70.8% |