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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,415 |
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 | $59,371 | $47,648+24.6% | $130,648-54.6% | $67,579-12.1% |
| Participation rate | 59.1% | 60.4%-1.4pp | 71.7%-12.7pp | 71.3%-12.2pp |
| Annual return | 19.68% | 25.73%-6.1pp | 1708.96%-1689.3pp | 378.56%-358.9pp |
| Employer contribution / active EE | $1,059 | $1,408-24.8% | $4,092-74.1% | $2,148-50.7% |
| Participant deferral / active EE | $2,381 | $2,616-9.0% | $3,603-33.9% | $3,539-32.7% |
| Admin fee / account holder | $6 | $105-94.2% | $5,464-99.9% | $142-95.7% |