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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,949 |
PURSHE KAPLAN STERLING INV1+ years Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 49 · EIN 13-3749682 | Other Services | $9,841 |
STAFF CIAMPINO & COMPANY PC1+ years Service code 10 · EIN 14-1612295 | Accounting | $9,295 |
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 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 | $40,975 | $39,245+4.4% | $64,105-36.1% | $52,331-21.7% |
| Participation rate | 55.4% | 58.2%-2.8pp | 68.2%-12.8pp | 68.1%-12.7pp |
| Annual return | -0.52% | 14.79%-15.3pp | 791.24%-791.8pp | 4.54%-5.1pp |
| Employer contribution / active EE | $250 | $736-66.0% | $1,820-86.3% | $1,882-86.7% |
| Participant deferral / active EE | $1,672 | $1,992-16.1% | $2,822-40.7% | $3,022-44.7% |
| Admin fee / account holder | $171 | $592-71.1% | $4,499-96.2% | $592-71.0% |