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 | $36,599 |
NFP RETIREMENT INC4+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $9,252 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,469 | $42,548-7.2% | $74,550-47.1% | $56,287-29.9% |
| Participation rate | 68.5% | 60.5%+8.0pp | 69.1%-0.7pp | 69.9%-1.4pp |
| Annual return | -7.88% | 12.40%-20.3pp | 32.53%-40.4pp | -9.96%+2.1pp |
| Employer contribution / active EE | $2,152 | $855+151.7% | $1,961+9.7% | $2,111+1.9% |
| Participant deferral / active EE | $2,800 | $2,277+22.9% | $3,108-9.9% | $3,350-16.4% |
| Admin fee / account holder | $202 | $467-56.7% | $5,060-96.0% | $521-61.2% |