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 | $43,998 |
MARINER LLC1 year Filed as: MARINER RETIREMENT ADVISORS, LLC Service code 27 · EIN 61-1740806 | Advisory (Plan) | $37,072 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,633 | $52,293-1.3% | $178,490-71.1% | $73,409-29.7% |
| Participation rate | 37.9% | 65.3%-27.4pp | 81.9%-44.0pp | 72.2%-34.3pp |
| Annual return | 13.96% | 34.75%-20.8pp | 151.07%-137.1pp | 59.29%-45.3pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,768 | $2,332-24.2% | $5,202-66.0% | $3,805-53.5% |
| Admin fee / account holder | $325 | $127+155.2% | $13,984-97.7% | $158+105.8% |