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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,064 |
COMMONWEALTH FINANCIAL NETWORK4+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $28,100 |
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 | $26,655 | $55,449-51.9% | $83,848-68.2% | $56,287-52.6% |
| Participation rate | 90.9% | 68.0%+22.9pp | 76.1%+14.8pp | 69.9%+21.1pp |
| Annual return | -7.28% | -1.38%-5.9pp | 850.88%-858.2pp | -9.96%+2.7pp |
| Employer contribution / active EE | $1,609 | $2,430-33.8% | $3,631-55.7% | $2,111-23.8% |
| Participant deferral / active EE | $2,883 | $2,935-1.8% | $4,082-29.4% | $3,350-13.9% |
| Admin fee / account holder | $280 | $656-57.3% | $5,478-94.9% | $521-46.3% |