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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $76,917 |
S B H U LIFE AGENCY INC2 years Service code 49 · EIN 13-2896238 | Other Services | $28,061 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,068 | $57,739+14.4% | $112,229-41.1% | $74,419-11.2% |
| Participation rate | 54.9% | 55.6%-0.7pp | 72.4%-17.5pp | 70.7%-15.8pp |
| Annual return | 14.94% | 19.52%-4.6pp | 30.20%-15.3pp | 34.38%-19.4pp |
| Employer contribution / active EE | $873 | $1,675-47.9% | $3,430-74.5% | $2,637-66.9% |
| Participant deferral / active EE | $2,300 | $2,891-20.5% | $4,798-52.1% | $4,528-49.2% |
| Admin fee / account holder | $222 | $462-51.9% | $7,748-97.1% | $348-36.1% |