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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,871 |
Service code 49 · EIN 68-0642587 | Other Services | $19,843 |
AMERICAN FUNDS1 year Filed as: BAYBRIDGE CAPITAL GROUP, LLC Service code 27 · EIN 47-5067434 | Advisory (Plan) | $6,750 |
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 | $46,587 | $88,515-47.4% | $162,163-71.3% | $67,579-31.1% |
| Participation rate | 54.3% | 86.8%-32.5pp | 87.6%-33.3pp | 71.3%-17.0pp |
| Annual return | 21.94% | 27.04%-5.1pp | 115.59%-93.7pp | 378.56%-356.6pp |
| Employer contribution / active EE | $1,142 | $3,563-68.0% | $5,614-79.7% | $2,148-46.9% |
| Participant deferral / active EE | $3,493 | $5,724-39.0% | $7,298-52.1% | $3,539-1.3% |
| Admin fee / account holder | $178 | $124+43.6% | $10,843-98.4% | $142+24.8% |