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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $76,172 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $27,450 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan reported the discovery of a loss from fraud or dishonesty.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,035 | $52,090-44.3% | $95,745-69.7% | $80,160-63.8% |
| Participation rate | 55.8% | 67.0%-11.2pp | 72.3%-16.5pp | 72.9%-17.2pp |
| Annual return | 23.04% | 23.29%-0.3pp | 28.35%-5.3pp | 40.38%-17.3pp |
| Employer contribution / active EE | $431 | $1,548-72.2% | $2,835-84.8% | $2,978-85.5% |
| Participant deferral / active EE | $1,541 | $3,266-52.8% | $4,245-63.7% | $5,017-69.3% |
| Admin fee / account holder | $96 | $96+0.6% | $5,678-98.3% | $145-33.4% |