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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,790 |
COMMONWEALTH FINANCIAL NETWORK4+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $31,431 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,376 | $89,652-9.2% | $141,162-42.4% | $65,185+24.8% |
| Participation rate | 96.8% | 74.7%+22.1pp | 82.5%+14.4pp | 70.2%+26.6pp |
| Annual return | 3.45% | 32.79%-29.3pp | 71.39%-67.9pp | 29.38%-25.9pp |
| Employer contribution / active EE | $1,556 | $3,065-49.2% | $4,735-67.1% | $2,177-28.5% |
| Participant deferral / active EE | $7,441 | $5,691+30.8% | $6,709+10.9% | $3,514+111.8% |
| Admin fee / account holder | $310 | $569-45.4% | $10,261-97.0% | $847-63.4% |