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 3-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $158,558 |
USI CONSULTING GROUP2+ years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $30,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,103 | $129,021-41.8% | $184,203-59.2% | $77,643-3.3% |
| Participation rate | 62.0% | 87.3%-25.3pp | 86.8%-24.8pp | 70.6%-8.5pp |
| Annual return | 16.99% | 33.27%-16.3pp | 28.81%-11.8pp | 31.24%-14.3pp |
| Employer contribution / active EE | $2,835 | $4,413-35.7% | $6,427-55.9% | $2,726+4.0% |
| Participant deferral / active EE | $5,092 | $7,297-30.2% | $9,131-44.2% | $4,647+9.6% |
| Admin fee / account holder | $277 | $254+9.2% | $13,901-98.0% | $430-35.6% |