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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,939 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,403 | $47,898+19.8% | $117,472-51.1% | $64,808-11.4% |
| Participation rate | 69.8% | 61.9%+7.9pp | 70.6%-0.8pp | 71.5%-1.7pp |
| Annual return | -15.68% | -15.54%-0.1pp | 29.74%-45.4pp | 32.82%-48.5pp |
| Employer contribution / active EE | $1,662 | $1,774-6.3% | $4,176-60.2% | $2,506-33.7% |
| Participant deferral / active EE | $2,440 | $3,151-22.5% | $4,070-40.0% | $4,310-43.4% |
| Admin fee / account holder | $11 | $132-91.4% | $5,645-99.8% | $188-93.9% |