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 | $30,450 |
COMMONWEALTH FINANCIAL NETWORK3+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $26,426 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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.
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 | $14,256 | $58,083-75.5% | $80,019-82.2% | $56,287-74.7% |
| Participation rate | 79.6% | 73.6%+6.0pp | 75.8%+3.8pp | 69.9%+9.7pp |
| Annual return | 11.94% | 34.61%-22.7pp | 11.22%+0.7pp | -9.96%+21.9pp |
| Employer contribution / active EE | $1,175 | $1,932-39.2% | $2,468-52.4% | $2,111-44.3% |
| Participant deferral / active EE | $2,290 | $3,135-26.9% | $3,686-37.9% | $3,350-31.6% |
| Admin fee / account holder | $170 | $623-72.8% | $6,521-97.4% | $521-67.5% |