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 | $1,186 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant 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 | $15,369 | $43,550-64.7% | $63,517-75.8% | $52,331-70.6% |
| Participation rate | 95.4% | 65.7%+29.7pp | 71.0%+24.4pp | 68.1%+27.3pp |
| Annual return | -1.32% | 2.03%-3.4pp | -70.30%+69.0pp | 4.54%-5.9pp |
| Employer contribution / active EE | $182 | $1,351-86.5% | $2,322-92.2% | $1,882-90.3% |
| Participant deferral / active EE | $1,658 | $2,254-26.4% | $2,953-43.9% | $3,022-45.1% |
| Admin fee / account holder | $8 | $387-97.9% | $5,892-99.9% | $592-98.6% |