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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,065 |
GREGORY R DERENNE DBA INVESTORS INS1+ years Filed as: INVESTORS INSURANCE INC Service code 49 · EIN 39-1146050 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $63,937 | $39,245+62.9% | $64,105-0.3% | $52,331+22.2% |
| Participation rate | 65.6% | 58.2%+7.4pp | 68.2%-2.5pp | 68.1%-2.5pp |
| Annual return | 0.84% | 14.79%-14.0pp | 791.24%-790.4pp | 4.54%-3.7pp |
| Employer contribution / active EE | $411 | $736-44.2% | $1,820-77.4% | $1,882-78.2% |
| Participant deferral / active EE | $2,708 | $1,992+36.0% | $2,822-4.0% | $3,022-10.4% |
| Admin fee / account holder | $9 | $592-98.5% | $4,499-99.8% | $592-98.5% |