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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,686 |
CLIENT ONE SECURITIES LLC2 years Filed as: CLIENT ONE SECURITIES, LLC Service code 27 · EIN 27-1408998 | Advisory (Plan) | $11,621 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,915 | $72,607-42.3% | $90,749-53.8% | $66,914-37.4% |
| Participation rate | 46.3% | 73.7%-27.3pp | 75.7%-29.3pp | 69.8%-23.5pp |
| Annual return | -9.03% | -12.28%+3.3pp | -12.16%+3.1pp | 1.58%-10.6pp |
| Employer contribution / active EE | $718 | $2,369-69.7% | $2,921-75.4% | $2,544-71.8% |
| Participant deferral / active EE | $1,523 | $3,977-61.7% | $4,564-66.6% | $4,237-64.1% |
| Admin fee / account holder | $277 | $707-60.9% | $8,445-96.7% | $593-53.4% |