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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,095 |
SIGMA FINANCIAL CORPORATION5 years Service code 49 · EIN 38-2472555 | Other Services | $8,110 |
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).
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 | $35,199 | $58,264-39.6% | $86,612-59.4% | $71,457-50.7% |
| Participation rate | 50.3% | 65.0%-14.7pp | 71.7%-21.4pp | 67.9%-17.7pp |
| Annual return | 16.39% | 21.63%-5.2pp | 591.07%-574.7pp | 28.85%-12.5pp |
| Employer contribution / active EE | $641 | $2,574-75.1% | $3,022-78.8% | $2,588-75.2% |
| Participant deferral / active EE | $2,882 | $3,436-16.1% | $4,438-35.0% | $4,289-32.8% |
| Admin fee / account holder | $99 | $1,057-90.7% | $5,614-98.2% | $1,587-93.8% |