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 |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 13 · EIN 42-0127290 | Contract Administrator | $24,739 |
Filed as: ARCHFORD CAPITAL STRAT Service code 27 · EIN 46-2394834 | Advisory (Plan) | $10,910 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $44,102 | $40,174+9.8% | $84,015-47.5% | $67,579-34.7% |
| Participation rate | 40.4% | 62.7%-22.3pp | 69.0%-28.6pp | 71.3%-30.9pp |
| Annual return | 18.32% | 25.82%-7.5pp | 71.31%-53.0pp | 378.56%-360.2pp |
| Employer contribution / active EE | $311 | $808-61.5% | $1,983-84.3% | $2,148-85.5% |
| Participant deferral / active EE | $914 | $2,301-60.3% | $3,239-71.8% | $3,539-74.2% |
| Admin fee / account holder | $352 | $128+174.5% | $6,101-94.2% | $142+147.5% |