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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $285,239 |
REGIONS BANK4 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $74,137 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $7,114 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,546 | $27,839+24.1% | $61,373-43.7% | $78,044-55.7% |
| Participation rate | 35.9% | 29.8%+6.0pp | 52.6%-16.7pp | 74.4%-38.6pp |
| Annual return | -0.24% | -13.45%+13.2pp | 338.61%-338.8pp | 10.87%-11.1pp |
| Employer contribution / active EE | $811 | $367+121.3% | $1,159-30.0% | $3,125-74.0% |
| Participant deferral / active EE | $2,018 | $968+108.5% | $2,125-5.0% | $5,084-60.3% |
| Admin fee / account holder | $126 | $113+11.1% | $2,130-94.1% | $79+59.5% |