See peer percentile detail. $4.99 for your first month.
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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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $70,505 |
RAYMOND JAMES FINANCIAL SERVICES5+ years Service code 27 · EIN 27-4250417 | Advisory (Plan) | $41,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $29,048 | $52,670-44.8% | $90,404-67.9% | $73,409-60.4% |
| Participation rate | 62.4% | 67.7%-5.2pp | 72.7%-10.3pp | 72.2%-9.7pp |
| Annual return | 4.21% | 20.70%-16.5pp | 1293.02%-1288.8pp | 59.29%-55.1pp |
| Employer contribution / active EE | $1,037 | $1,872-44.6% | $3,262-68.2% | $2,234-53.6% |
| Participant deferral / active EE | $1,947 | $2,807-30.6% | $3,963-50.9% | $3,805-48.8% |
| Admin fee / account holder | $138 | $117+18.4% | $5,611-97.5% | $158-12.4% |