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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,506 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,259 | $53,345+16.7% | $121,098-48.6% | $74,419-16.3% |
| Participation rate | 69.7% | 60.0%+9.7pp | 69.5%+0.3pp | 70.7%-1.0pp |
| Annual return | 17.02% | 35.15%-18.1pp | 985.75%-968.7pp | 34.38%-17.4pp |
| Employer contribution / active EE | $1,753 | $1,898-7.7% | $4,164-57.9% | $2,637-33.5% |
| Participant deferral / active EE | $2,613 | $3,221-18.9% | $4,080-35.9% | $4,528-42.3% |
| Admin fee / account holder | $13 | $382-96.7% | $5,644-99.8% | $348-96.4% |