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 7-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 | $6,208 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $1,982 | $52,953-96.3% | $172,739-98.9% | $65,185-97.0% |
| Participation rate | 97.6% | 66.2%+31.4pp | 82.6%+14.9pp | 70.2%+27.4pp |
| Annual return | 25.81% | 30.12%-4.3pp | 802.84%-777.0pp | 29.38%-3.6pp |
| Employer contribution / active EE | $836 | $2,190-61.8% | $5,143-83.7% | $2,177-61.6% |
| Participant deferral / active EE | $13 | $2,471-99.5% | $5,198-99.8% | $3,514-99.6% |
| Admin fee / account holder | $31 | $472-93.4% | $13,954-99.8% | $847-96.3% |