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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,550 |
NFP RETIREMENT INC2+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $2,514 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,931 | $50,106-56.2% | $70,014-68.7% | $57,658-62.0% |
| Participation rate | 94.9% | 70.9%+24.1pp | 71.8%+23.1pp | 70.2%+24.7pp |
| Annual return | 5.96% | 14.58%-8.6pp | 12.99%-7.0pp | 5.13%+0.8pp |
| Employer contribution / active EE | $397 | $1,739-77.2% | $2,338-83.0% | $1,974-79.9% |
| Participant deferral / active EE | $1,443 | $2,486-41.9% | $2,931-50.8% | $3,061-52.9% |
| Admin fee / account holder | $36 | $89-59.4% | $4,380-99.2% | $95-61.6% |