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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,128 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,280 | $28,416-67.3% | $73,545-87.4% | $69,631-86.7% |
| Participation rate | 47.7% | 38.3%+9.3pp | 54.9%-7.3pp | 70.7%-23.0pp |
| Annual return | 25.59% | -694.13%+719.7pp | -15.16%+40.8pp | 27571.02%-27545.4pp |
| Employer contribution / active EE | $405 | $430-5.9% | $1,219-66.8% | $2,032-80.1% |
| Participant deferral / active EE | $498 | $897-44.5% | $1,806-72.4% | $3,224-84.6% |
| Admin fee / account holder | $63 | $104-39.9% | $2,320-97.3% | $110-43.2% |