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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,251 |
GREENE HAZEL & ASSOC INC2+ years Service code 49 · EIN 59-2447356 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,747 | $43,423-26.9% | $78,689-59.7% | $55,167-42.5% |
| Participation rate | 62.7% | 68.0%-5.4pp | 73.6%-10.9pp | 69.0%-6.3pp |
| Annual return | 10.78% | 11.53%-0.7pp | 62.18%-51.4pp | 169.23%-158.4pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,851-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,610 | $2,509-35.8% | $3,517-54.2% | $3,054-47.3% |
| Admin fee / account holder | $106 | $416-74.5% | $4,510-97.6% | $504-79.0% |