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 3-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 | $27,605 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $16,991 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,776 | $50,815-11.9% | $155,509-71.2% | $77,643-42.3% |
| Participation rate | 23.8% | 63.1%-39.3pp | 78.2%-54.4pp | 70.6%-46.7pp |
| Annual return | 14.90% | 34.80%-19.9pp | 64.67%-49.8pp | 31.24%-16.3pp |
| Employer contribution / active EE | $712 | $1,993-64.3% | $4,672-84.8% | $2,726-73.9% |
| Participant deferral / active EE | $1,165 | $2,822-58.7% | $5,626-79.3% | $4,647-74.9% |
| Admin fee / account holder | $216 | $437-50.6% | $15,912-98.6% | $430-49.9% |