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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,788 |
PROSPERA FINANCIAL SERVICES2 years Service code 27 · EIN 75-1832551 | Advisory (Plan) | $6,565 |
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,298 | $93,131-66.4% | $106,548-70.6% | $86,799-63.9% |
| Participation rate | 94.4% | 81.4%+13.0pp | 76.1%+18.3pp | 72.3%+22.2pp |
| Annual return | 11.74% | 19.45%-7.7pp | 26.80%-15.1pp | 97.91%-86.2pp |
| Employer contribution / active EE | $1,173 | $2,895-59.5% | $2,819-58.4% | $2,405-51.2% |
| Participant deferral / active EE | $3,032 | $4,708-35.6% | $4,398-31.1% | $4,131-26.6% |
| Admin fee / account holder | $157 | $145+8.5% | $7,407-97.9% | $170-7.1% |