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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $85,390 |
S B H U LIFE AGENCY INC3 years Service code 49 · EIN 13-2896238 | Other Services | $31,203 |
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 | $74,532 | $72,994+2.1% | $120,354-38.1% | $77,643-4.0% |
| Participation rate | 54.4% | 55.2%-0.9pp | 71.9%-17.5pp | 70.6%-16.2pp |
| Annual return | 15.39% | 18.23%-2.8pp | 107.15%-91.8pp | 31.24%-15.8pp |
| Employer contribution / active EE | $859 | $1,793-52.1% | $3,463-75.2% | $2,726-68.5% |
| Participant deferral / active EE | $2,557 | $3,011-15.1% | $4,991-48.8% | $4,647-45.0% |
| Admin fee / account holder | $261 | $658-60.3% | $9,423-97.2% | $430-39.3% |