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 | $9,228 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,032 | $61,272-78.7% | $149,673-91.3% | $71,457-81.8% |
| Participation rate | 74.4% | 62.5%+11.9pp | 78.8%-4.3pp | 67.9%+6.5pp |
| Annual return | 17.70% | 35.85%-18.1pp | 134.42%-116.7pp | 28.85%-11.1pp |
| Employer contribution / active EE | $781 | $2,378-67.2% | $4,818-83.8% | $2,588-69.8% |
| Participant deferral / active EE | $1,684 | $2,917-42.3% | $5,680-70.3% | $4,289-60.7% |
| Admin fee / account holder | $83 | $1,261-93.5% | $13,210-99.4% | $1,587-94.8% |