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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $203,439 |
REGIONS BANK2 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $42,888 |
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 | $53,632 | $33,283+61.1% | $77,482-30.8% | $93,223-42.5% |
| Participation rate | 13.0% | 33.8%-20.8pp | 54.2%-41.2pp | 74.9%-61.9pp |
| Annual return | 19.29% | 16.24%+3.0pp | 54.79%-35.5pp | 19.29%0pp |
| Employer contribution / active EE | $280 | $311-10.1% | $986-71.6% | $2,680-89.6% |
| Participant deferral / active EE | $612 | $886-30.9% | $1,861-67.1% | $4,563-86.6% |
| Admin fee / account holder | $208 | $97+114.1% | $2,858-92.7% | $79+162.2% |