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 | $25,142 |
WOODBURY FINANCIAL SERVICES3+ years Service code 49 · EIN 41-0944586 | Other Services | $21,795 |
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 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 | $33,513 | $46,173-27.4% | $170,442-80.3% | $69,631-51.9% |
| Participation rate | 68.1% | 63.9%+4.2pp | 83.6%-15.5pp | 70.7%-2.6pp |
| Annual return | 14.36% | 21.62%-7.3pp | 205.93%-191.6pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $661 | $1,610-58.9% | $5,433-87.8% | $2,032-67.5% |
| Participant deferral / active EE | $1,362 | $2,080-34.5% | $4,939-72.4% | $3,224-57.7% |
| Admin fee / account holder | $117 | $116+1.0% | $13,880-99.2% | $110+6.0% |