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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,574 |
SIGMA FINANCIAL CORPORATION6 years Service code 49 · EIN 38-2472555 | Other Services | $9,792 |
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 | $38,346 | $60,323-36.4% | $81,812-53.1% | $74,495-48.5% |
| Participation rate | 50.5% | 62.9%-12.4pp | 72.3%-21.9pp | 67.2%-16.7pp |
| Annual return | 11.58% | 16.90%-5.3pp | 773.79%-762.2pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $666 | $2,620-74.6% | $2,912-77.1% | $2,623-74.6% |
| Participant deferral / active EE | $2,668 | $3,387-21.2% | $4,319-38.2% | $4,346-38.6% |
| Admin fee / account holder | $111 | $1,486-92.5% | $7,386-98.5% | $1,942-94.3% |