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 |
|---|---|---|
GUARDIAN WEALTH MANAGEMENT, INC1+ years Service code 27 · EIN 37-1388388 | Advisory (Plan) | $47,361 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,706 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,869 | $33,745+89.3% | $64,105-0.4% | $55,191+15.7% |
| Participation rate | 69.7% | 59.4%+10.3pp | 68.2%+1.5pp | 69.2%+0.5pp |
| Annual return | -0.25% | 4.95%-5.2pp | 791.24%-791.5pp | 10.78%-11.0pp |
| Employer contribution / active EE | $450 | $641-29.8% | $1,820-75.3% | $1,899-76.3% |
| Participant deferral / active EE | $3,162 | $1,929+63.9% | $2,822+12.1% | $3,046+3.8% |
| Admin fee / account holder | $204 | $94+116.3% | $4,499-95.5% | $91+124.8% |