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 5-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 |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $10,535 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,612 |
Filed as: PRIME PENSIONS, INC. Service code 49 · EIN 46-1224594 | Other Services | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,552 | $59,263-16.4% | $96,562-48.7% | $79,386-37.6% |
| Participation rate | 50.0% | 61.9%-11.9pp | 69.8%-19.8pp | 70.7%-20.7pp |
| Annual return | 0.00% | 27.07%-27.1pp | 37.78%-37.8pp | 116.85%-116.9pp |
| Employer contribution / active EE | $340 | $1,216-72.0% | $2,356-85.6% | $2,427-86.0% |
| Participant deferral / active EE | $4,055 | $2,948+37.6% | $3,849+5.4% | $4,046+0.2% |
| Admin fee / account holder | $227 | $658-65.5% | $6,181-96.3% | $626-63.8% |