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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,104 |
COMMONWEALTH FINANCIAL NETWORK5+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $38,501 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return 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.
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 | $17,125 | $70,908-75.8% | $98,907-82.7% | $73,488-76.7% |
| Participation rate | 89.3% | 73.8%+15.5pp | 76.0%+13.3pp | 70.7%+18.6pp |
| Annual return | -8.47% | 34.17%-42.6pp | 196.43%-204.9pp | 28.51%-37.0pp |
| Employer contribution / active EE | $1,480 | $2,036-27.3% | $2,689-45.0% | $2,270-34.8% |
| Participant deferral / active EE | $3,254 | $3,500-7.0% | $4,244-23.3% | $3,740-13.0% |
| Admin fee / account holder | $278 | $535-48.1% | $6,642-95.8% | $513-45.9% |