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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,867 |
MARINER LLC2 years Filed as: MARINER RETIREMENT ADVISORS, LLC Service code 27 · EIN 61-1740806 | Advisory (Plan) | $42,406 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $60,856 | $56,485+7.7% | $185,823-67.3% | $86,799-29.9% |
| Participation rate | 35.4% | 65.5%-30.1pp | 81.7%-46.3pp | 72.3%-36.9pp |
| Annual return | 10.93% | 118.04%-107.1pp | 122.05%-111.1pp | 97.91%-87.0pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,838 | $2,553-28.0% | $5,568-67.0% | $4,131-55.5% |
| Admin fee / account holder | $403 | $150+169.3% | $16,237-97.5% | $170+137.6% |