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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,164 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,006 | $31,388-14.0% | $73,545-63.3% | $62,292-56.6% |
| Participation rate | 27.8% | 39.9%-12.0pp | 54.9%-27.1pp | 69.5%-41.7pp |
| Annual return | 15.82% | 25.34%-9.5pp | -15.16%+31.0pp | 28.90%-13.1pp |
| Employer contribution / active EE | $323 | $498-35.2% | $1,219-73.5% | $2,042-84.2% |
| Participant deferral / active EE | $977 | $1,028-5.0% | $1,806-45.9% | $3,169-69.2% |
| Admin fee / account holder | $267 | $299-10.7% | $2,320-88.5% | $479-44.2% |