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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,721 |
ACCEL WEALTH MANAGEMENT5 years Filed as: ACCEL WEALTH MANAGEMENT LLC Service code 27 · EIN 83-0742869 | Advisory (Plan) | $17,945 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $27,586 | $57,610-52.1% | $154,803-82.2% | $102,872-73.2% |
| Participation rate | 14.4% | 59.5%-45.1pp | 78.1%-63.7pp | 73.0%-58.7pp |
| Annual return | 13.65% | 30.49%-16.8pp | 58.88%-45.2pp | 19.06%-5.4pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $4,305-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $320 | $2,914-89.0% | $5,540-94.2% | $5,535-94.2% |
| Admin fee / account holder | $157 | $368-57.4% | $14,329-98.9% | $292-46.3% |