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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $244,871 |
Filed as: ALLIANT RETIREMENT CONSULTING Service code 27 · EIN 33-0785439 | Advisory (Plan) | $88,288 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,166 | $241,101-67.2% | $103,333-23.4% | $199,593-60.3% |
| Participation rate | 36.2% | 78.3%-42.1pp | 74.5%-38.3pp | 72.0%-35.8pp |
| Annual return | 13.16% | 17.80%-4.6pp | 24.88%-11.7pp | 34.25%-21.1pp |
| Employer contribution / active EE | $1,754 | $4,244-58.7% | $3,868-54.6% | $3,034-42.2% |
| Participant deferral / active EE | $2,415 | $3,958-39.0% | $5,057-52.2% | $5,087-52.5% |
| Admin fee / account holder | $202 | $288-29.6% | $8,355-97.6% | $269-24.7% |