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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,780 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC Service code 27 · EIN 69-1397347 | Advisory (Plan) | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,650 | $25,302-22.3% | $74,701-73.7% | $67,579-70.9% |
| Participation rate | 20.2% | 37.8%-17.6pp | 54.5%-34.2pp | 71.3%-51.0pp |
| Annual return | 19.69% | 10291.17%-10271.5pp | 752.92%-733.2pp | 378.56%-358.9pp |
| Employer contribution / active EE | $95 | $446-78.7% | $1,084-91.2% | $2,148-95.6% |
| Participant deferral / active EE | $287 | $954-69.9% | $1,964-85.4% | $3,539-91.9% |
| Admin fee / account holder | $147 | $108+36.8% | $3,333-95.6% | $142+3.5% |