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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $54,100 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,884 |
LEONARD CARDER, LLP5 years Filed as: LEONARD ADAMS INSURANCE INC Service code 49 | Other Services | $1,518 |
LEONARD ADAMS INSURANCE INC DBA LEO10+ years Service code 49 · EIN 93-0502772 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $71,828 | $55,416+29.6% | $75,972-5.5% | $77,643-7.5% |
| Participation rate | 28.5% | 63.6%-35.1pp | 69.1%-40.6pp | 70.6%-42.1pp |
| Annual return | 10.67% | 17.07%-6.4pp | 359.55%-348.9pp | 31.24%-20.6pp |
| Employer contribution / active EE | $241 | $1,788-86.5% | $2,685-91.0% | $2,726-91.2% |
| Participant deferral / active EE | $1,817 | $3,447-47.3% | $4,255-57.3% | $4,647-60.9% |
| Admin fee / account holder | $236 | $414-43.1% | $6,467-96.4% | $430-45.3% |