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 | $4,579 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $9,628 | $25,723-62.6% | $69,182-86.1% | $55,167-82.5% |
| Participation rate | 84.0% | 39.4%+44.6pp | 55.1%+28.9pp | 69.0%+15.0pp |
| Annual return | 13.61% | 9.56%+4.1pp | -21.93%+35.5pp | 169.23%-155.6pp |
| Employer contribution / active EE | $45 | $480-90.6% | $1,206-96.2% | $1,963-97.7% |
| Participant deferral / active EE | $838 | $963-13.0% | $1,897-55.8% | $3,054-72.6% |
| Admin fee / account holder | $98 | $365-73.1% | $2,697-96.4% | $504-80.5% |