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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,785 |
USI CONSULTING GROUP5 years Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $6,922 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,088 | $73,867-57.9% | $143,757-78.4% | $68,494-54.6% |
| Participation rate | 68.3% | 66.7%+1.7pp | 80.3%-12.0pp | 67.9%+0.4pp |
| Annual return | -12.78% | 1.01%-13.8pp | -0.04%-12.7pp | -7.84%-4.9pp |
| Employer contribution / active EE | $566 | $3,184-82.2% | $4,951-88.6% | $2,596-78.2% |
| Participant deferral / active EE | $2,424 | $3,384-28.4% | $5,637-57.0% | $4,027-39.8% |
| Admin fee / account holder | $295 | $5,755-94.9% | $14,673-98.0% | $5,403-94.5% |