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 | $90,966 |
SILVERSTONE ASSET MANAGEMENT INC3+ years Service code 27 · EIN 20-1113894 | Advisory (Plan) | $58,897 |
GOLDLEAF PARTNERS3+ years Service code 13 · EIN 45-0514557 | Contract Administrator | $21,124 |
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 | $111,236 | $92,091+20.8% | $62,995+76.6% | $77,958+42.7% |
| Participation rate | 41.2% | 74.5%-33.3pp | 74.8%-33.6pp | 71.6%-30.5pp |
| Annual return | 16.28% | 16.23%+0.1pp | 87.57%-71.3pp | 20.87%-4.6pp |
| Employer contribution / active EE | $1,282 | $3,424-62.6% | $2,759-53.5% | $2,310-44.5% |
| Participant deferral / active EE | $1,686 | $3,361-49.8% | $3,329-49.4% | $3,537-52.3% |
| Admin fee / account holder | $172 | $48+259.5% | $3,600-95.2% | $97+76.9% |