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 9-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,977 |
Filed as: AMERITAS INVESTMENT CORP Service code 49 · EIN 47-0663374 | Other Services | $8,295 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
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 | $11,417 | $58,879-80.6% | $178,490-93.6% | $73,488-84.5% |
| Participation rate | 54.9% | 66.2%-11.3pp | 81.9%-27.0pp | 70.7%-15.8pp |
| Annual return | 5.48% | 24.86%-19.4pp | 151.07%-145.6pp | 28.51%-23.0pp |
| Employer contribution / active EE | $914 | $2,236-59.1% | $5,011-81.7% | $2,270-59.7% |
| Participant deferral / active EE | $825 | $2,567-67.9% | $5,202-84.1% | $3,740-78.0% |
| Admin fee / account holder | $87 | $400-78.3% | $13,984-99.4% | $513-83.1% |