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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,808 |
USI CONSULTING GROUP4 years Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $8,088 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,812 | $95,416-64.6% | $185,823-81.8% | $85,850-60.6% |
| Participation rate | 67.2% | 68.8%-1.6pp | 81.7%-14.5pp | 69.3%-2.1pp |
| Annual return | 8.36% | 23.59%-15.2pp | 122.05%-113.7pp | 318.53%-310.2pp |
| Employer contribution / active EE | $401 | $3,314-87.9% | $5,167-92.2% | $2,565-84.4% |
| Participant deferral / active EE | $2,062 | $3,423-39.8% | $5,568-63.0% | $3,952-47.8% |
| Admin fee / account holder | $294 | $7,213-95.9% | $16,237-98.2% | $6,260-95.3% |