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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,711 |
PROSPERA FINANCIAL SERVICES3 years Service code 27 · EIN 75-1832551 | Advisory (Plan) | $6,564 |
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 | $21,272 | $81,908-74.0% | $90,749-76.6% | $64,808-67.2% |
| Participation rate | 96.0% | 80.5%+15.5pp | 75.7%+20.3pp | 71.5%+24.5pp |
| Annual return | -18.56% | -12.53%-6.0pp | -12.16%-6.4pp | 32.82%-51.4pp |
| Employer contribution / active EE | $1,035 | $3,065-66.2% | $2,921-64.6% | $2,506-58.7% |
| Participant deferral / active EE | $2,599 | $4,840-46.3% | $4,564-43.1% | $4,310-39.7% |
| Admin fee / account holder | $116 | $157-25.9% | $8,445-98.6% | $188-38.0% |