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.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,401 |
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $14,604 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 13 · EIN 31-1582098 | Contract Administrator | $9,160 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,833 | $76,050-24.0% | $96,544-40.1% | $71,457-19.1% |
| Participation rate | 63.3% | 74.4%-11.1pp | 76.0%-12.6pp | 67.9%-4.6pp |
| Annual return | 12.88% | 22.81%-9.9pp | 25.84%-13.0pp | 28.85%-16.0pp |
| Employer contribution / active EE | $760 | $2,244-66.1% | $2,965-74.4% | $2,588-70.6% |
| Participant deferral / active EE | $2,455 | $4,215-41.8% | $4,851-49.4% | $4,289-42.7% |
| Admin fee / account holder | $208 | $2,707-92.3% | $8,252-97.5% | $1,587-86.9% |