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 8-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 49 · EIN 95-3845382 | Other Services | $3,364 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,751 |
Annual investment return 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).
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 | $28,916 | $60,124-51.9% | $90,404-68.0% | $79,858-63.8% |
| Participation rate | 95.3% | 65.0%+30.4pp | 72.7%+22.7pp | 69.6%+25.7pp |
| Annual return | 7.07% | 71.94%-64.9pp | 1293.02%-1285.9pp | 31.71%-24.6pp |
| Employer contribution / active EE | $772 | $2,068-62.7% | $3,262-76.3% | $2,471-68.8% |
| Participant deferral / active EE | $2,159 | $2,938-26.5% | $3,963-45.5% | $3,740-42.3% |
| Admin fee / account holder | $21 | $3,976-99.5% | $5,611-99.6% | $5,306-99.6% |