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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $30,627 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 | Accounting | $14,450 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,942 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,644 | $96,484+70.6% | $156,263+5.4% | $74,304+121.6% |
| Participation rate | 53.2% | 67.7%-14.4pp | 78.9%-25.7pp | 60.3%-7.1pp |
| Annual return | 10.46% | 17.73%-7.3pp | 59.47%-49.0pp | 29.43%-19.0pp |
| Employer contribution / active EE | $0 | $2,528-100.0% | $4,333-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,182 | $4,286-25.8% | $6,158-48.3% | $3,767-15.5% |
| Admin fee / account holder | $211 | $3,728-94.3% | $14,255-98.5% | $2,969-92.9% |