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 |
|---|---|---|
CES INS AGENCY INC1+ years Service code 49 · EIN 04-2865307 | Other Services | $6,945 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,317 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,894 | $48,277-31.9% | $63,517-48.2% | $55,191-40.4% |
| Participation rate | 67.3% | 69.4%-2.1pp | 71.0%-3.7pp | 69.2%-1.9pp |
| Annual return | -0.91% | 2.37%-3.3pp | -70.30%+69.4pp | 10.78%-11.7pp |
| Employer contribution / active EE | $1,055 | $1,592-33.7% | $2,322-54.6% | $1,899-44.4% |
| Participant deferral / active EE | $775 | $2,432-68.1% | $2,953-73.8% | $3,046-74.6% |
| Admin fee / account holder | $7 | $86-92.1% | $5,892-99.9% | $91-92.5% |