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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,555 |
IBBOTSON ASSOCIATES INC.1+ years Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,596 | $57,096-42.9% | $94,224-65.4% | $55,191-40.9% |
| Participation rate | 54.8% | 75.7%-20.9pp | 78.8%-24.0pp | 69.2%-14.4pp |
| Annual return | 1.34% | 159.65%-158.3pp | 10.68%-9.3pp | 10.78%-9.4pp |
| Employer contribution / active EE | $465 | $1,708-72.8% | $3,587-87.0% | $1,899-75.5% |
| Participant deferral / active EE | $1,740 | $3,165-45.0% | $4,320-59.7% | $3,046-42.9% |
| Admin fee / account holder | $24 | $89-73.1% | $6,269-99.6% | $91-73.5% |