See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,377 |
COMMONWEALTH FINANCIAL NETWORK6+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $14,436 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $29,531 | $58,879-49.8% | $178,490-83.5% | $73,488-59.8% |
| Participation rate | 59.8% | 66.2%-6.5pp | 81.9%-22.2pp | 70.7%-10.9pp |
| Annual return | 13.09% | 24.86%-11.8pp | 151.07%-138.0pp | 28.51%-15.4pp |
| Employer contribution / active EE | $828 | $2,236-63.0% | $5,011-83.5% | $2,270-63.5% |
| Participant deferral / active EE | $1,914 | $2,567-25.5% | $5,202-63.2% | $3,740-48.8% |
| Admin fee / account holder | $248 | $400-38.1% | $13,984-98.2% | $513-51.7% |