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 | $38,487 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $110 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $69,699 | $84,936-17.9% | $111,297-37.4% | $79,386-12.2% |
| Participation rate | 76.4% | 75.9%+0.5pp | 77.3%-0.9pp | 70.7%+5.7pp |
| Annual return | 9.62% | 17.45%-7.8pp | 54.65%-45.0pp | 116.85%-107.2pp |
| Employer contribution / active EE | $550 | $1,979-72.2% | $2,731-79.9% | $2,427-77.4% |
| Participant deferral / active EE | $3,512 | $3,888-9.7% | $4,487-21.7% | $4,046-13.2% |
| Admin fee / account holder | $378 | $537-29.6% | $7,964-95.2% | $626-39.6% |