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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,252 |
BROOKLIGHT PLACE SECURITIES INC3+ years Service code 49 · EIN 36-3317130 | Other Services | $8,580 |
Participant 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).
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 | $19,165 | $80,753-76.3% | $136,294-85.9% | $62,292-69.2% |
| Participation rate | 70.5% | 73.5%-3.0pp | 81.9%-11.4pp | 69.5%+1.0pp |
| Annual return | 21.37% | 35.83%-14.5pp | 5155.94%-5134.6pp | 28.90%-7.5pp |
| Employer contribution / active EE | $1,325 | $2,884-54.1% | $4,695-71.8% | $2,042-35.1% |
| Participant deferral / active EE | $2,154 | $5,164-58.3% | $6,247-65.5% | $3,169-32.0% |
| Admin fee / account holder | $177 | $525-66.3% | $9,243-98.1% | $479-63.0% |