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 7-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,146 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $3,779 | $59,186-93.6% | $76,768-95.1% | $56,287-93.3% |
| Participation rate | 95.8% | 75.2%+20.6pp | 77.0%+18.9pp | 69.9%+26.0pp |
| Annual return | 0.00% | 6.62%-6.6pp | 2.43%-2.4pp | -9.96%+10.0pp |
| Employer contribution / active EE | $1,729 | $1,759-1.7% | $2,485-30.4% | $2,111-18.1% |
| Participant deferral / active EE | $2,683 | $3,255-17.6% | $3,852-30.3% | $3,350-19.9% |
| Admin fee / account holder | $25 | $489-94.8% | $6,675-99.6% | $521-95.1% |