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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,995 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $7,263 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $83,822 | $69,362+20.8% | $101,248-17.2% | $73,488+14.1% |
| Participation rate | 52.8% | 68.4%-15.6pp | 75.8%-23.0pp | 70.7%-17.8pp |
| Annual return | 13.84% | 18.46%-4.6pp | 46.47%-32.6pp | 28.51%-14.7pp |
| Employer contribution / active EE | $739 | $2,628-71.9% | $3,660-79.8% | $2,270-67.5% |
| Participant deferral / active EE | $2,149 | $3,300-34.9% | $4,370-50.8% | $3,740-42.5% |
| Admin fee / account holder | $339 | $704-51.8% | $5,945-94.3% | $513-34.0% |