See peer percentile detail. $4.99 for your first month.
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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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,376 |
Service code 49 · EIN 74-2794194 | Other Services | $7,418 |
NFP RETIREMENT INC3+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,395 | $27,687-76.9% | $73,545-91.3% | $177,276-96.4% |
| Participation rate | 53.1% | 34.9%+18.2pp | 54.9%-1.8pp | 74.8%-21.8pp |
| Annual return | 21.53% | 16.77%+4.8pp | -15.16%+36.7pp | 21.25%+0.3pp |
| Employer contribution / active EE | $320 | $291+10.2% | $1,219-73.7% | $2,479-87.1% |
| Participant deferral / active EE | $550 | $778-29.4% | $1,806-69.6% | $3,881-85.8% |
| Admin fee / account holder | $13 | $59-77.9% | $2,320-99.4% | $154-91.5% |