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 | $3,041 |
CAMMON COMPANY1+ years Service code 49 · EIN 43-1339732 | Other Services | $2,190 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $63,357 | $88,083-28.1% | $164,813-61.6% | $74,495-15.0% |
| Participation rate | 58.3% | 73.0%-14.7pp | 78.6%-20.3pp | 67.2%-8.9pp |
| Annual return | 14.35% | 17.26%-2.9pp | 69.93%-55.6pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $1,034 | $2,593-60.1% | $4,341-76.2% | $2,623-60.6% |
| Participant deferral / active EE | $2,306 | $4,498-48.7% | $6,031-61.8% | $4,346-46.9% |
| Admin fee / account holder | $22 | $2,234-99.0% | $12,690-99.8% | $1,942-98.9% |