See peer percentile detail. $4.99 for your first month.
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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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,828 |
NFP RETIREMENT INC4+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $7,261 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,307 | $42,548-33.5% | $74,550-62.0% | $56,287-49.7% |
| Participation rate | 46.4% | 60.5%-14.1pp | 69.1%-22.8pp | 69.9%-23.5pp |
| Annual return | -7.62% | 12.40%-20.0pp | 32.53%-40.2pp | -9.96%+2.3pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,744 | $2,277+20.5% | $3,108-11.7% | $3,350-18.1% |
| Admin fee / account holder | $168 | $467-64.1% | $5,060-96.7% | $521-67.8% |