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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,495 |
USI CONSULTING GROUP3+ years Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $8,092 |
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 | $28,655 | $84,233-66.0% | $170,442-83.2% | $70,131-59.1% |
| Participation rate | 96.9% | 70.8%+26.1pp | 83.6%+13.3pp | 69.5%+27.4pp |
| Annual return | 17.84% | 23.06%-5.2pp | 205.93%-188.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $2,448 | $3,387-27.7% | $5,433-54.9% | $2,342+4.5% |
| Participant deferral / active EE | $5,141 | $3,086+66.6% | $4,939+4.1% | $3,332+54.3% |
| Admin fee / account holder | $109 | $5,698-98.1% | $13,880-99.2% | $4,645-97.7% |