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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,241 |
Service code 49 · EIN 84-3853085 | Other Services | $5,683 |
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS INVESTMENT CORP Service code 49 · EIN 47-0663374 | Other Services | $4,980 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $13,799 | $61,156-77.4% | $185,823-92.6% | $79,386-82.6% |
| Participation rate | 73.1% | 66.6%+6.4pp | 81.7%-8.6pp | 70.7%+2.4pp |
| Annual return | 28.62% | 19.45%+9.2pp | 122.05%-93.4pp | 116.85%-88.2pp |
| Employer contribution / active EE | $1,313 | $2,321-43.4% | $5,167-74.6% | $2,427-45.9% |
| Participant deferral / active EE | $1,124 | $2,789-59.7% | $5,568-79.8% | $4,046-72.2% |
| Admin fee / account holder | $90 | $710-87.3% | $16,237-99.4% | $626-85.6% |