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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,004 |
CENTAURUS FINANCIAL INC1+ years Filed as: CENTAURUS FINANCIAL, INC. Service code 49 · EIN 33-0530236 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,028 | $22,714+10.2% | $59,496-57.9% | $55,191-54.7% |
| Participation rate | 32.0% | 37.5%-5.4pp | 54.6%-22.5pp | 69.2%-37.1pp |
| Annual return | -1.78% | -44.01%+42.2pp | 182.05%-183.8pp | 10.78%-12.6pp |
| Employer contribution / active EE | $658 | $418+57.4% | $1,153-42.9% | $1,899-65.4% |
| Participant deferral / active EE | $1,533 | $843+81.8% | $1,829-16.2% | $3,046-49.7% |
| Admin fee / account holder | $27 | $83-67.2% | $2,232-98.8% | $91-69.9% |