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 9-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 | $35,379 |
THE PFE GROUP3 years Filed as: PFE ADVISORS, INC. Service code 27 · EIN 71-1036677 | Advisory (Plan) | $21,989 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,435 | $40,522+4.7% | $84,611-49.8% | $67,579-37.2% |
| Participation rate | 34.5% | 51.1%-16.6pp | 68.2%-33.8pp | 71.3%-36.8pp |
| Annual return | 23.25% | 32.72%-9.5pp | 258.74%-235.5pp | 378.56%-355.3pp |
| Employer contribution / active EE | $181 | $1,146-84.2% | $2,652-93.2% | $2,148-91.6% |
| Participant deferral / active EE | $1,874 | $2,132-12.1% | $3,899-51.9% | $3,539-47.1% |
| Admin fee / account holder | $290 | $145+99.4% | $4,912-94.1% | $142+103.6% |