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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,142 |
CLARK, SCHAEFER, HACKETT & CO.1+ years Filed as: CLARK, RONALD L. Service code 49 5700 CORPORATE DR · PITTSBURGH, PA 152375829 | Other Services | $0 |
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 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 | $39,820 | $50,464-21.1% | $75,781-47.5% | $52,331-23.9% |
| Participation rate | 44.2% | 66.8%-22.6pp | 75.8%-31.7pp | 68.1%-23.9pp |
| Annual return | -0.76% | 1.03%-1.8pp | 9.68%-10.4pp | 4.54%-5.3pp |
| Employer contribution / active EE | $825 | $1,988-58.5% | $3,323-75.2% | $1,882-56.2% |
| Participant deferral / active EE | $1,696 | $2,570-34.0% | $3,651-53.5% | $3,022-43.9% |
| Admin fee / account holder | $124 | $1,103-88.7% | $5,299-97.7% | $592-79.0% |