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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $120,736 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $28,712 |
PKF O'CONNOR DAVIES, LLP2 years Filed as: PKF O'CONNER DAVIES, LLP Service code 10 · EIN 27-1728945 | Accounting | $14,636 |
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 | $29,635 | $26,114+13.5% | $58,482-49.3% | $74,419-60.2% |
| Participation rate | 35.4% | 32.1%+3.3pp | 50.9%-15.4pp | 70.7%-35.3pp |
| Annual return | 27.70% | 32.51%-4.8pp | 4239.32%-4211.6pp | 34.38%-6.7pp |
| Employer contribution / active EE | $278 | $536-48.0% | $1,053-73.6% | $2,637-89.4% |
| Participant deferral / active EE | $1,447 | $1,075+34.6% | $1,924-24.8% | $4,528-68.1% |
| Admin fee / account holder | $279 | $649-56.9% | $2,516-88.9% | $348-19.7% |