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 | $4,519 |
USI CONSULTING GROUP1 year Service code 12 · EIN 06-1053228 | Valuation (appraisals, etc.); Sub-tra... | $1,531 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $39,862 | $55,453-28.1% | $170,442-76.6% | $62,292-36.0% |
| Participation rate | 60.5% | 66.4%-5.9pp | 83.6%-23.1pp | 69.5%-9.0pp |
| Annual return | 9.74% | 21.38%-11.6pp | 205.93%-196.2pp | 28.90%-19.2pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,656 | $2,303+15.3% | $4,939-46.2% | $3,169-16.2% |
| Admin fee / account holder | $38 | $455-91.7% | $13,880-99.7% | $479-92.1% |