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 |
|---|---|---|
Service code 49 · EIN 52-2114207 | Other Services | $6,963 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,084 |
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).
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 | $39,241 | $83,477-53.0% | $125,175-68.7% | $72,985-46.2% |
| Participation rate | 67.0% | 73.3%-6.3pp | 79.8%-12.8pp | 69.5%-2.5pp |
| Annual return | 17.75% | 25.78%-8.0pp | 43.79%-26.0pp | 81.00%-63.3pp |
| Employer contribution / active EE | $799 | $2,345-65.9% | $3,865-79.3% | $2,440-67.3% |
| Participant deferral / active EE | $1,810 | $3,585-49.5% | $4,937-63.3% | $3,607-49.8% |
| Admin fee / account holder | $38 | $5,517-99.3% | $9,702-99.6% | $5,124-99.3% |