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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,704 |
USI CONSULTING GROUP1+ years Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $8,930 |
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 | $20,373 | $75,828-73.1% | $147,614-86.2% | $59,632-65.8% |
| Participation rate | 93.8% | 71.6%+22.3pp | 84.6%+9.2pp | 68.7%+25.2pp |
| Annual return | -2.14% | 0.37%-2.5pp | 61.98%-64.1pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $3,329 | $3,485-4.5% | $5,564-40.2% | $2,203+51.1% |
| Participant deferral / active EE | $7,295 | $3,130+133.0% | $4,895+49.0% | $3,192+128.6% |
| Admin fee / account holder | $243 | $5,985-95.9% | $11,611-97.9% | $4,297-94.3% |