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 |
|---|---|---|
USI CONSULTING GROUP2 years Service code 12 · EIN 06-1053228 | Participant loan processing; Recordke... | $9,341 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40 |
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).
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 | $42,653 | $47,977-11.1% | $154,107-72.3% | $56,287-24.2% |
| Participation rate | 56.4% | 66.2%-9.8pp | 83.0%-26.7pp | 69.9%-13.5pp |
| Annual return | 6.85% | 3.54%+3.3pp | 735.12%-728.3pp | -9.96%+16.8pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,465 | $2,392+3.0% | $5,081-51.5% | $3,350-26.4% |
| Admin fee / account holder | $65 | $438-85.1% | $13,411-99.5% | $521-87.5% |