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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,910 |
THE RETIREMENT ADVANTAGE INC1+ years Service code 49 · EIN 39-1816008 | Other Services | $5,024 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $28,583 | $75,183-62.0% | $123,892-76.9% | $55,167-48.2% |
| Participation rate | 69.5% | 72.8%-3.3pp | 81.4%-11.9pp | 69.0%+0.5pp |
| Annual return | 20.16% | 19.01%+1.1pp | 47.52%-27.4pp | 169.23%-149.1pp |
| Employer contribution / active EE | $2,358 | $2,823-16.5% | $4,617-48.9% | $1,963+20.1% |
| Participant deferral / active EE | $3,111 | $5,084-38.8% | $5,984-48.0% | $3,054+1.9% |
| Admin fee / account holder | $204 | $663-69.1% | $8,357-97.6% | $504-59.4% |