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 | $29,241 |
USI CONSULTING GROUP2+ years Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $7,717 |
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 | $23,353 | $77,634-69.9% | $156,549-85.1% | $62,891-62.9% |
| Participation rate | 96.4% | 71.2%+25.2pp | 84.0%+12.4pp | 69.3%+27.1pp |
| Annual return | 7.80% | 50.32%-42.5pp | 32.23%-24.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $2,102 | $3,444-39.0% | $5,501-61.8% | $2,281-7.9% |
| Participant deferral / active EE | $4,507 | $3,045+48.0% | $4,871-7.5% | $3,203+40.7% |
| Admin fee / account holder | $218 | $5,561-96.1% | $13,027-98.3% | $4,296-94.9% |