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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,631 |
NFP RETIREMENT INC2+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $16,578 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,900 | $51,244-33.8% | $80,975-58.1% | $55,167-38.5% |
| Participation rate | 68.8% | 71.7%-2.9pp | 75.8%-7.1pp | 69.0%-0.2pp |
| Annual return | 16.36% | 17.39%-1.0pp | 17.10%-0.7pp | 169.23%-152.9pp |
| Employer contribution / active EE | $957 | $1,770-46.0% | $3,714-74.2% | $1,963-51.2% |
| Participant deferral / active EE | $4,461 | $4,418+1.0% | $5,696-21.7% | $3,054+46.1% |
| Admin fee / account holder | $237 | $398-40.4% | $5,516-95.7% | $504-52.9% |