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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,586 |
NFP RETIREMENT INC3+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $21,781 |
Service code 49 · EIN 74-2794194 | Other Services | $5,617 |
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 | $41,411 | $65,592-36.9% | $90,160-54.1% | $69,631-40.5% |
| Participation rate | 63.3% | 77.6%-14.3pp | 76.9%-13.5pp | 70.7%-7.3pp |
| Annual return | 18.64% | 57.10%-38.5pp | 34.88%-16.2pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $887 | $2,193-59.6% | $3,318-73.3% | $2,032-56.4% |
| Participant deferral / active EE | $3,943 | $5,257-25.0% | $5,288-25.4% | $3,224+22.3% |
| Admin fee / account holder | $185 | $86+115.9% | $5,943-96.9% | $110+67.5% |