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 |
|---|---|---|
TVR COMMUNICATIONS1+ years Service code 10 · EIN 06-1143555 | Accounting | $24,000 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,612 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,233 | $45,283-22.2% | $155,790-77.4% | $52,331-32.7% |
| Participation rate | 65.1% | 62.2%+2.9pp | 76.1%-11.0pp | 68.1%-3.0pp |
| Annual return | 1.38% | 1.80%-0.4pp | 71.54%-70.2pp | 4.54%-3.2pp |
| Employer contribution / active EE | $0 | $1,329-100.0% | $3,836-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,297 | $2,854-54.6% | $4,797-73.0% | $3,022-57.1% |
| Admin fee / account holder | $204 | $981-79.2% | $7,478-97.3% | $592-65.5% |