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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,181 |
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 | $68,649 | $54,121+26.8% | $134,143-48.8% | $73,409-6.5% |
| Participation rate | 62.9% | 64.4%-1.4pp | 72.2%-9.2pp | 72.2%-9.2pp |
| Annual return | 12.19% | -312.52%+324.7pp | 36.33%-24.1pp | 59.29%-47.1pp |
| Employer contribution / active EE | $1,538 | $1,402+9.7% | $3,704-58.5% | $2,234-31.2% |
| Participant deferral / active EE | $2,511 | $2,844-11.7% | $3,499-28.2% | $3,805-34.0% |
| Admin fee / account holder | $10 | $132-92.5% | $6,684-99.9% | $158-93.7% |