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, INC4+ years Service code 27 · EIN 37-1388388 | Advisory (Plan) | $58,323 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,191 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,129 | $35,485+103.3% | $74,550-3.2% | $55,725+29.4% |
| Participation rate | 73.7% | 62.5%+11.1pp | 69.1%+4.5pp | 70.9%+2.8pp |
| Annual return | -7.22% | 0.72%-7.9pp | 32.53%-39.8pp | 244.93%-252.2pp |
| Employer contribution / active EE | $474 | $777-39.0% | $1,961-75.8% | $2,078-77.2% |
| Participant deferral / active EE | $3,716 | $2,181+70.4% | $3,108+19.6% | $3,356+10.7% |
| Admin fee / account holder | $217 | $114+89.6% | $5,060-95.7% | $115+88.2% |