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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $324,031 |
REGIONS BANK5 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $85,016 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O CONNOR DAVIES Service code 10 · EIN 27-1728945 | Accounting | $6,752 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,915 | $30,302+35.0% | $58,482-30.0% | $103,482-60.5% |
| Participation rate | 33.0% | 29.5%+3.5pp | 50.9%-17.8pp | 73.3%-40.2pp |
| Annual return | 21.34% | 19.69%+1.7pp | 4239.32%-4218.0pp | 33.11%-11.8pp |
| Employer contribution / active EE | $855 | $512+66.9% | $1,053-18.8% | $3,208-73.3% |
| Participant deferral / active EE | $2,054 | $1,170+75.5% | $1,924+6.7% | $5,207-60.6% |
| Admin fee / account holder | $131 | $109+20.6% | $2,516-94.8% | $114+14.9% |