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 | $2,785 |
WILSHIRE ASSOCIATES INCORPORATED1+ 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 | $4,031 | $51,769-92.2% | $57,343-93.0% | $52,331-92.3% |
| Participation rate | 50.9% | 75.2%-24.4pp | 75.1%-24.2pp | 68.1%-17.2pp |
| Annual return | 0.00% | 2.43%-2.4pp | 24.39%-24.4pp | 4.54%-4.5pp |
| Employer contribution / active EE | $875 | $2,335-62.5% | $2,689-67.5% | $1,882-53.5% |
| Participant deferral / active EE | $1,383 | $2,794-50.5% | $3,162-56.3% | $3,022-54.3% |
| Admin fee / account holder | $29 | $295-90.1% | $3,356-99.1% | $592-95.0% |