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 |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $13,728 |
CES INS AGENCY INC2+ years Service code 49 · EIN 04-2865307 | Other Services | $3,515 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,700 |
Employer 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 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 | $62,989 | $59,535+5.8% | $90,160-30.1% | $62,292+1.1% |
| Participation rate | 91.2% | 73.0%+18.2pp | 76.9%+14.4pp | 69.5%+21.7pp |
| Annual return | 18.33% | 23.53%-5.2pp | 34.88%-16.5pp | 28.90%-10.6pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,387 | $4,639-5.4% | $5,288-17.0% | $3,169+38.4% |
| Admin fee / account holder | $15 | $337-95.6% | $5,943-99.8% | $479-96.9% |