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 | $33,361 |
NFP RETIREMENT INC3+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $7,576 |
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 | $44,405 | $51,466-13.7% | $78,778-43.6% | $62,292-28.7% |
| Participation rate | 68.3% | 59.8%+8.5pp | 69.2%-0.9pp | 69.5%-1.2pp |
| Annual return | 20.33% | 19.96%+0.4pp | 35.62%-15.3pp | 28.90%-8.6pp |
| Employer contribution / active EE | $2,053 | $827+148.1% | $1,986+3.4% | $2,042+0.5% |
| Participant deferral / active EE | $2,649 | $2,147+23.3% | $2,958-10.5% | $3,169-16.4% |
| Admin fee / account holder | $207 | $489-57.7% | $5,134-96.0% | $479-56.8% |