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 |
|---|---|---|
SUPERIORUSA CORPORATION2+ years Service code 13 · EIN 33-1197652 | Contract Administrator | $5,116 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,888 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,535 | $37,044-47.3% | $71,796-72.8% | $57,658-66.1% |
| Participation rate | 39.3% | 61.1%-21.8pp | 69.1%-29.8pp | 70.2%-31.0pp |
| Annual return | 5.79% | 12.64%-6.8pp | 78.04%-72.2pp | 5.13%+0.7pp |
| Employer contribution / active EE | $161 | $720-77.7% | $1,924-91.7% | $1,974-91.9% |
| Participant deferral / active EE | $822 | $1,974-58.4% | $2,794-70.6% | $3,061-73.1% |
| Admin fee / account holder | $66 | $101-34.5% | $4,815-98.6% | $95-30.0% |