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 | $2,858 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $870 |
Annual investment return is in the bottom quintile of the peer cohort.
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 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 | $20,798 | $52,884-60.7% | $84,750-75.5% | $55,167-62.3% |
| Participation rate | 74.3% | 67.5%+6.8pp | 76.6%-2.2pp | 69.0%+5.4pp |
| Annual return | 4.80% | 18.03%-13.2pp | 22.78%-18.0pp | 169.23%-164.4pp |
| Employer contribution / active EE | $500 | $2,233-77.6% | $3,574-86.0% | $1,963-74.5% |
| Participant deferral / active EE | $2,476 | $2,644-6.4% | $3,712-33.3% | $3,054-18.9% |
| Admin fee / account holder | $28 | $581-95.2% | $5,332-99.5% | $504-94.5% |