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 8-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 | $15,471 |
UBS FINANCIAL SERVICES INC5+ years Service code 49 · EIN 51-0120742 | Other Services | $13,989 |
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 | $13,350 | $52,953-74.8% | $172,739-92.3% | $65,185-79.5% |
| Participation rate | 95.0% | 66.2%+28.8pp | 82.6%+12.4pp | 70.2%+24.8pp |
| Annual return | 21.24% | 30.12%-8.9pp | 802.84%-781.6pp | 29.38%-8.1pp |
| Employer contribution / active EE | $576 | $2,190-73.7% | $5,143-88.8% | $2,177-73.5% |
| Participant deferral / active EE | $1,358 | $2,471-45.0% | $5,198-73.9% | $3,514-61.3% |
| Admin fee / account holder | $66 | $472-86.1% | $13,954-99.5% | $847-92.3% |