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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,177 |
IVC WEALTH ADVISORS LLC2+ years Filed as: IVC WEALTH ADVISORS, LLC Service code 27 · EIN 47-1654678 | Advisory (Plan) | $22,500 |
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 | $74,209 | $91,407-18.8% | $135,903-45.4% | $71,457+3.9% |
| Participation rate | 64.2% | 75.7%-11.5pp | 81.9%-17.7pp | 67.9%-3.7pp |
| Annual return | 17.23% | 29.90%-12.7pp | 68.23%-51.0pp | 28.85%-11.6pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $11,771 | $7,092+66.0% | $7,758+51.7% | $4,289+174.5% |
| Admin fee / account holder | $284 | $1,266-77.5% | $10,762-97.4% | $1,587-82.1% |