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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,888 |
CORPORATE ONE BENEFITS AGCY INC2+ years Service code 49 · EIN 34-1834526 | Other Services | $10,335 |
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 | $82,237 | $74,024+11.1% | $77,999+5.4% | $57,658+42.6% |
| Participation rate | 82.1% | 79.7%+2.3pp | 75.5%+6.6pp | 70.2%+11.9pp |
| Annual return | 8.74% | 12.14%-3.4pp | 425.96%-417.2pp | 5.13%+3.6pp |
| Employer contribution / active EE | $1,592 | $2,365-32.7% | $2,470-35.6% | $1,974-19.4% |
| Participant deferral / active EE | $2,507 | $3,533-29.0% | $3,497-28.3% | $3,061-18.1% |
| Admin fee / account holder | $44 | $93-52.4% | $5,480-99.2% | $95-53.1% |