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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,561 |
WOODBURY FINANCIAL SERVICES4+ years Service code 49 · EIN 41-0944586 | Other Services | $24,178 |
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 | $31,675 | $37,196-14.8% | $154,107-79.4% | $55,725-43.2% |
| Participation rate | 63.6% | 64.1%-0.5pp | 83.0%-19.5pp | 70.9%-7.3pp |
| Annual return | -4.58% | 1319.68%-1324.3pp | 735.12%-739.7pp | 244.93%-249.5pp |
| Employer contribution / active EE | $730 | $1,614-54.8% | $5,298-86.2% | $2,078-64.9% |
| Participant deferral / active EE | $1,534 | $2,068-25.8% | $5,081-69.8% | $3,356-54.3% |
| Admin fee / account holder | $128 | $102+26.2% | $13,411-99.0% | $115+11.3% |