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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,000 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,270 |
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 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 | $53,681 | $39,898+34.5% | $121,196-55.7% | $55,725-3.7% |
| Participation rate | 55.1% | 61.2%-6.2pp | 71.7%-16.7pp | 70.9%-15.8pp |
| Annual return | -5.52% | -0.96%-4.6pp | 16.93%-22.4pp | 244.93%-250.4pp |
| Employer contribution / active EE | $975 | $1,295-24.7% | $4,022-75.7% | $2,078-53.1% |
| Participant deferral / active EE | $2,112 | $2,439-13.4% | $3,344-36.8% | $3,356-37.1% |
| Admin fee / account holder | $6 | $95-94.1% | $5,019-99.9% | $115-95.1% |