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 | $3,056 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $28,959 | $52,953-45.3% | $172,739-83.2% | $65,185-55.6% |
| Participation rate | 70.5% | 66.2%+4.4pp | 82.6%-12.1pp | 70.2%+0.3pp |
| Annual return | 24.01% | 30.12%-6.1pp | 802.84%-778.8pp | 29.38%-5.4pp |
| Employer contribution / active EE | $1,117 | $2,190-49.0% | $5,143-78.3% | $2,177-48.7% |
| Participant deferral / active EE | $1,555 | $2,471-37.1% | $5,198-70.1% | $3,514-55.7% |
| Admin fee / account holder | $24 | $472-94.9% | $13,954-99.8% | $847-97.2% |