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 4-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 | $12,456 |
SCHNEIDER DOWNS & CO., INC.1+ years Filed as: SCHNEIDER MALE & STRAKOWSKI CO EA Service code 13 · EIN 31-1140818 | Contract Administrator | $8,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,468 | $65,435-47.3% | $86,677-60.2% | $66,914-48.5% |
| Participation rate | 64.8% | 75.5%-10.6pp | 76.6%-11.8pp | 69.8%-5.0pp |
| Annual return | 0.00% | -10.89%+10.9pp | 35.91%-35.9pp | 1.58%-1.6pp |
| Employer contribution / active EE | $1,261 | $2,153-41.4% | $2,836-55.5% | $2,544-50.4% |
| Participant deferral / active EE | $2,233 | $4,100-45.5% | $4,656-52.0% | $4,237-47.3% |
| Admin fee / account holder | $171 | $642-73.4% | $7,493-97.7% | $593-71.2% |