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 | $22,011 |
USI CONSULTING GROUP2 years Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $11,837 |
WILSHIRE ASSOCIATES INCORPORATED3+ years 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.
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 | $9,495 | $51,466-81.6% | $78,778-87.9% | $62,292-84.8% |
| Participation rate | 95.2% | 59.8%+35.4pp | 69.2%+26.0pp | 69.5%+25.7pp |
| Annual return | 23.35% | 19.96%+3.4pp | 35.62%-12.3pp | 28.90%-5.5pp |
| Employer contribution / active EE | $1,480 | $827+79.0% | $1,986-25.4% | $2,042-27.5% |
| Participant deferral / active EE | $1,843 | $2,147-14.2% | $2,958-37.7% | $3,169-41.9% |
| Admin fee / account holder | $98 | $489-80.0% | $5,134-98.1% | $479-79.6% |