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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $60,826 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,326 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,681 | $46,292-35.9% | $143,757-79.4% | $64,808-54.2% |
| Participation rate | 42.9% | 64.2%-21.3pp | 80.3%-37.4pp | 71.5%-28.6pp |
| Annual return | -10.87% | -10.05%-0.8pp | -0.04%-10.8pp | 32.82%-43.7pp |
| Employer contribution / active EE | $660 | $1,910-65.5% | $4,951-86.7% | $2,506-73.7% |
| Participant deferral / active EE | $2,057 | $2,646-22.3% | $5,637-63.5% | $4,310-52.3% |
| Admin fee / account holder | $61 | $154-60.4% | $14,673-99.6% | $188-67.5% |