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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $98,459 |
ASCENSUS LLC2+ years Filed as: MEANS & ASSOCIATES, LLC Service code 13 · EIN 33-0802604 | Contract Administrator | $13,964 |
TBS AGENCY INC1 year Service code 49 · EIN 52-1473914 | Other Services | $11,405 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 49 · EIN 42-1445429 | Other Services | $5,901 |
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 | $23,876 | $71,802-66.7% | $133,980-82.2% | $57,658-58.6% |
| Participation rate | 55.4% | 85.5%-30.1pp | 87.1%-31.7pp | 70.2%-14.8pp |
| Annual return | 47.57% | 13.51%+34.1pp | 29.30%+18.3pp | 5.13%+42.4pp |
| Employer contribution / active EE | $1,561 | $3,161-50.6% | $5,211-70.0% | $1,974-20.9% |
| Participant deferral / active EE | $3,847 | $4,606-16.5% | $6,282-38.8% | $3,061+25.7% |
| Admin fee / account holder | $266 | $88+203.7% | $9,324-97.1% | $95+181.6% |