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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $824 |
LEDERMAN, HELENE A.1 year Service code 49 CIS INSURANCE SERVICES · STEVENSON RNH, CA 913811711 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $37,384 | $50,385-25.8% | $75,670-50.6% | $62,292-40.0% |
| Participation rate | 40.7% | 67.7%-27.0pp | 72.3%-31.6pp | 69.5%-28.8pp |
| Annual return | 17.76% | 19.90%-2.1pp | 27.34%-9.6pp | 28.90%-11.1pp |
| Employer contribution / active EE | $0 | $1,537-100.0% | $2,352-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,831 | $2,445-25.1% | $3,142-41.7% | $3,169-42.2% |
| Admin fee / account holder | $11 | $384-97.2% | $5,800-99.8% | $479-97.8% |