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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $293,961 |
REGIONS BANK3 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $62,466 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,015 | $40,081+4.8% | $80,716-47.9% | $101,517-58.6% |
| Participation rate | 30.6% | 29.7%+1.0pp | 54.2%-23.5pp | 74.6%-43.9pp |
| Annual return | 45.93% | 17.61%+28.3pp | 87.28%-41.4pp | 21.00%+24.9pp |
| Employer contribution / active EE | $563 | $391+44.0% | $1,160-51.4% | $2,973-81.1% |
| Participant deferral / active EE | $1,292 | $1,046+23.5% | $2,146-39.8% | $4,873-73.5% |
| Admin fee / account holder | $153 | $113+35.0% | $3,380-95.5% | $139+9.6% |