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 |
|---|---|---|
OCONNELL, PATRICK G.2+ years Service code 49 48 S SERVICE RD · MELVILLE, NY 117472335 | Other Services | $5,782 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,118 |
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.
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 | $51,009 | $60,165-15.2% | $74,183-31.2% | $55,167-7.5% |
| Participation rate | 52.9% | 74.2%-21.2pp | 76.6%-23.7pp | 69.0%-16.0pp |
| Annual return | 8.32% | 10.00%-1.7pp | 17.74%-9.4pp | 169.23%-160.9pp |
| Employer contribution / active EE | $335 | $1,600-79.0% | $2,370-85.9% | $1,963-82.9% |
| Participant deferral / active EE | $7,919 | $2,973+166.4% | $3,550+123.1% | $3,054+159.3% |
| Admin fee / account holder | $15 | $419-96.4% | $5,586-99.7% | $504-97.0% |