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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,378 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,784 | $62,723+16.0% | $142,863-49.1% | $86,799-16.1% |
| Participation rate | 66.3% | 62.6%+3.7pp | 71.9%-5.6pp | 72.3%-6.0pp |
| Annual return | 11.71% | 17.62%-5.9pp | 5637.54%-5625.8pp | 97.91%-86.2pp |
| Employer contribution / active EE | $1,635 | $1,627+0.5% | $4,144-60.6% | $2,405-32.0% |
| Participant deferral / active EE | $2,329 | $3,039-23.4% | $3,837-39.3% | $4,131-43.6% |
| Admin fee / account holder | $15 | $140-89.3% | $6,560-99.8% | $170-91.2% |