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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,741 |
IMA WEALTH INC3 years Service code 49 · EIN 48-1233289 | Other Services | $18,585 |
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 | $31,071 | $62,928-50.6% | $172,739-82.0% | $67,579-54.0% |
| Participation rate | 52.3% | 64.5%-12.2pp | 82.6%-30.3pp | 71.3%-19.0pp |
| Annual return | 18.85% | 30.36%-11.5pp | 802.84%-784.0pp | 378.56%-359.7pp |
| Employer contribution / active EE | $579 | $1,636-64.6% | $5,143-88.7% | $2,148-73.0% |
| Participant deferral / active EE | $2,043 | $2,145-4.8% | $5,198-60.7% | $3,539-42.3% |
| Admin fee / account holder | $217 | $167+30.4% | $13,954-98.4% | $142+52.7% |