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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $62,652 |
IVC WEALTH ADVISORS LLC3+ 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $96,197 | $101,317-5.1% | $146,958-34.5% | $74,495+29.1% |
| Participation rate | 69.2% | 75.5%-6.4pp | 82.2%-13.0pp | 67.2%+2.0pp |
| Annual return | 22.97% | 8730.91%-8707.9pp | 418.34%-395.4pp | 1364.94%-1342.0pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $13,886 | $7,303+90.1% | $8,070+72.1% | $4,346+219.5% |
| Admin fee / account holder | $326 | $1,739-81.2% | $12,998-97.5% | $1,942-83.2% |