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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,924 |
REDHAWK WEALTH ADVISORS7 years Filed as: REDHAWK WEALTH ADVISORS INC Service code 27 · EIN 26-1948684 | Advisory (Plan) | $37,703 |
Employer contribution per participant 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 | $39,060 | $129,021-69.7% | $184,203-78.8% | $77,643-49.7% |
| Participation rate | 94.8% | 87.3%+7.4pp | 86.8%+7.9pp | 70.6%+24.2pp |
| Annual return | 22.47% | 33.27%-10.8pp | 28.81%-6.3pp | 31.24%-8.8pp |
| Employer contribution / active EE | $205 | $4,413-95.4% | $6,427-96.8% | $2,726-92.5% |
| Participant deferral / active EE | $4,530 | $7,297-37.9% | $9,131-50.4% | $4,647-2.5% |
| Admin fee / account holder | $99 | $254-61.2% | $13,901-99.3% | $430-77.1% |