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 9-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 | $34,952 |
IMA WEALTH INC2 years Service code 49 · EIN 48-1233289 | Other Services | $16,537 |
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 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 | $21,813 | $37,196-41.4% | $154,107-85.8% | $55,725-60.9% |
| Participation rate | 66.2% | 64.1%+2.1pp | 83.0%-16.9pp | 70.9%-4.7pp |
| Annual return | -2.49% | 1319.68%-1322.2pp | 735.12%-737.6pp | 244.93%-247.4pp |
| Employer contribution / active EE | $697 | $1,614-56.8% | $5,298-86.8% | $2,078-66.5% |
| Participant deferral / active EE | $2,239 | $2,068+8.3% | $5,081-55.9% | $3,356-33.3% |
| Admin fee / account holder | $100 | $102-1.4% | $13,411-99.3% | $115-13.1% |