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 5-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,160 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $5,500 |
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 | $2,342 | $60,989-96.2% | $60,874-96.2% | $66,914-96.5% |
| Participation rate | 94.3% | 74.5%+19.8pp | 73.1%+21.2pp | 69.8%+24.5pp |
| Annual return | -21.61% | -9.60%-12.0pp | 16.90%-38.5pp | 1.58%-23.2pp |
| Employer contribution / active EE | $767 | $2,661-71.2% | $2,701-71.6% | $2,544-69.8% |
| Participant deferral / active EE | $1,690 | $3,615-53.2% | $3,817-55.7% | $4,237-60.1% |
| Admin fee / account holder | $53 | $338-84.4% | $3,224-98.4% | $593-91.1% |