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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $30,874 |
WOODBURY FINANCIAL SERVICES5+ years Service code 49 · EIN 41-0944586 | Other Services | $25,466 |
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 | $34,846 | $62,928-44.6% | $172,739-79.8% | $67,579-48.4% |
| Participation rate | 58.3% | 64.5%-6.1pp | 82.6%-24.3pp | 71.3%-12.9pp |
| Annual return | 20.81% | 30.36%-9.5pp | 802.84%-782.0pp | 378.56%-357.7pp |
| Employer contribution / active EE | $1,382 | $1,636-15.6% | $5,143-73.1% | $2,148-35.7% |
| Participant deferral / active EE | $1,542 | $2,145-28.1% | $5,198-70.3% | $3,539-56.4% |
| Admin fee / account holder | $136 | $167-18.1% | $13,954-99.0% | $142-4.1% |