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 5-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,328 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $13,881 |
Filed as: INDEPENDENT ADVISOR ALLIANCE Service code 27 · EIN 46-3825461 | Advisory (Plan) | $6,043 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,592 | $48,698+1.8% | $93,606-47.0% | $199,593-75.2% |
| Participation rate | 14.9% | 63.5%-48.7pp | 68.7%-53.8pp | 72.0%-57.1pp |
| Annual return | 12.38% | 15.34%-3.0pp | 133.20%-120.8pp | 34.25%-21.9pp |
| Employer contribution / active EE | $505 | $1,135-55.5% | $2,420-79.1% | $3,034-83.4% |
| Participant deferral / active EE | $698 | $2,817-75.2% | $4,411-84.2% | $5,087-86.3% |
| Admin fee / account holder | $250 | $195+28.2% | $8,285-97.0% | $269-7.0% |