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 |
|---|---|---|
ASHTON YOUNG INC1+ years Service code 49 · EIN 38-1617113 | Other Services | $15,027 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,974 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,749 | $57,096-42.6% | $94,224-65.2% | $55,191-40.7% |
| Participation rate | 68.6% | 75.7%-7.1pp | 78.8%-10.2pp | 69.2%-0.6pp |
| Annual return | 0.93% | 159.65%-158.7pp | 10.68%-9.7pp | 10.78%-9.8pp |
| Employer contribution / active EE | $0 | $1,708-100.0% | $3,587-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,839 | $3,165-10.3% | $4,320-34.3% | $3,046-6.8% |
| Admin fee / account holder | $22 | $89-75.8% | $6,269-99.7% | $91-76.2% |