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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,150 |
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 49 · EIN 04-2675571 | Other Services | $12,708 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,928 | $37,117-54.4% | $147,614-88.5% | $55,191-69.3% |
| Participation rate | 66.1% | 63.6%+2.5pp | 84.6%-18.5pp | 69.2%-3.0pp |
| Annual return | -0.08% | 3.44%-3.5pp | 61.98%-62.1pp | 10.78%-10.9pp |
| Employer contribution / active EE | $595 | $1,620-63.3% | $5,564-89.3% | $1,899-68.6% |
| Participant deferral / active EE | $928 | $1,985-53.3% | $4,895-81.0% | $3,046-69.5% |
| Admin fee / account holder | $55 | $86-36.0% | $11,611-99.5% | $91-39.6% |