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 | $31,147 |
PROSPERA FINANCIAL SERVICES4 years Service code 27 · EIN 75-1832551 | Advisory (Plan) | $6,428 |
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 | $25,162 | $84,784-70.3% | $98,439-74.4% | $74,419-66.2% |
| Participation rate | 95.7% | 81.5%+14.1pp | 75.2%+20.5pp | 70.7%+24.9pp |
| Annual return | 14.93% | 20.59%-5.7pp | 21.16%-6.2pp | 34.38%-19.4pp |
| Employer contribution / active EE | $1,039 | $3,364-69.1% | $3,048-65.9% | $2,637-60.6% |
| Participant deferral / active EE | $2,602 | $5,218-50.1% | $4,738-45.1% | $4,528-42.5% |
| Admin fee / account holder | $117 | $204-42.6% | $8,948-98.7% | $348-66.2% |