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 | $24,354 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $13,166 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,949 | $63,924-62.5% | $108,579-77.9% | $55,167-56.6% |
| Participation rate | 59.1% | 74.3%-15.2pp | 79.6%-20.5pp | 69.0%-9.9pp |
| Annual return | 24.34% | 15.31%+9.0pp | -51.70%+76.0pp | 169.23%-144.9pp |
| Employer contribution / active EE | $1,189 | $1,879-36.7% | $3,758-68.4% | $1,963-39.4% |
| Participant deferral / active EE | $1,928 | $3,067-37.1% | $4,311-55.3% | $3,054-36.9% |
| Admin fee / account holder | $212 | $618-65.7% | $7,645-97.2% | $504-57.9% |