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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,531 |
GREGORY R DERENNE DBA INVESTORS INS2 years Service code 49 · EIN 39-1146050 | Other Services | $0 |
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 | $67,431 | $51,466+31.0% | $78,778-14.4% | $62,292+8.2% |
| Participation rate | 67.3% | 59.8%+7.5pp | 69.2%-1.9pp | 69.5%-2.3pp |
| Annual return | 19.37% | 19.96%-0.6pp | 35.62%-16.2pp | 28.90%-9.5pp |
| Employer contribution / active EE | $377 | $827-54.4% | $1,986-81.0% | $2,042-81.5% |
| Participant deferral / active EE | $2,950 | $2,147+37.4% | $2,958-0.3% | $3,169-6.9% |
| Admin fee / account holder | $10 | $489-97.9% | $5,134-99.8% | $479-97.8% |