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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,892 |
NFP RETIREMENT INC1+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $4,700 |
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 | $37,098 | $39,245-5.5% | $64,105-42.1% | $52,331-29.1% |
| Participation rate | 63.3% | 58.2%+5.0pp | 68.2%-4.9pp | 68.1%-4.8pp |
| Annual return | -0.51% | 14.79%-15.3pp | 791.24%-791.8pp | 4.54%-5.1pp |
| Employer contribution / active EE | $1,698 | $736+130.6% | $1,820-6.7% | $1,882-9.8% |
| Participant deferral / active EE | $2,259 | $1,992+13.4% | $2,822-19.9% | $3,022-25.3% |
| Admin fee / account holder | $175 | $592-70.4% | $4,499-96.1% | $592-70.4% |