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 3-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 | $49,948 |
IVC WEALTH ADVISORS LLC1+ years Filed as: IVC WEALTH ADVISORS, LLC Service code 27 · EIN 47-1654678 | Advisory (Plan) | $25,533 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,725 | $84,487-24.6% | $125,339-49.2% | $66,914-4.8% |
| Participation rate | 66.5% | 76.4%-9.9pp | 82.4%-15.9pp | 69.8%-3.3pp |
| Annual return | -13.98% | -8.39%-5.6pp | 572.05%-586.0pp | 1.58%-15.6pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $11,878 | $6,781+75.2% | $7,446+59.5% | $4,237+180.3% |
| Admin fee / account holder | $299 | $685-56.3% | $10,010-97.0% | $593-49.6% |