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 |
|---|---|---|
INVESTMENT PROFESSIONALS LLC2 years Service code 27 · EIN 81-1279447 | Advisory (Plan) | $17,741 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,419 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,588 | $40,174+45.8% | $84,015-30.3% | $67,579-13.3% |
| Participation rate | 66.8% | 62.7%+4.1pp | 69.0%-2.2pp | 71.3%-4.5pp |
| Annual return | 26.93% | 25.82%+1.1pp | 71.31%-44.4pp | 378.56%-351.6pp |
| Employer contribution / active EE | $390 | $808-51.7% | $1,983-80.3% | $2,148-81.8% |
| Participant deferral / active EE | $2,801 | $2,301+21.7% | $3,239-13.5% | $3,539-20.9% |
| Admin fee / account holder | $11 | $128-91.2% | $6,101-99.8% | $142-92.1% |