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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $666 |
USI CONSULTING GROUP1 year Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,714 | $46,732-19.3% | $156,549-75.9% | $55,167-31.6% |
| Participation rate | 38.2% | 65.8%-27.6pp | 84.0%-45.8pp | 69.0%-30.8pp |
| Annual return | 8.86% | 17.72%-8.9pp | 32.23%-23.4pp | 169.23%-160.4pp |
| Employer contribution / active EE | $484 | $2,105-77.0% | $5,501-91.2% | $1,963-75.3% |
| Participant deferral / active EE | $840 | $2,204-61.9% | $4,871-82.8% | $3,054-72.5% |
| Admin fee / account holder | $9 | $418-97.8% | $13,027-99.9% | $504-98.2% |