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 | $17,059 |
FTB ADVISORS, INC.2 years Filed as: FTB ADVISOR INC Service code 27 · EIN 62-1254528 | Advisory (Plan) | $11,745 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,747 | $71,883-14.1% | $86,677-28.8% | $68,494-9.9% |
| Participation rate | 52.7% | 72.2%-19.5pp | 76.6%-23.9pp | 67.9%-15.2pp |
| Annual return | -11.20% | 3.52%-14.7pp | 35.91%-47.1pp | -7.84%-3.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,054 | $3,779-72.1% | $4,656-77.4% | $4,027-73.8% |
| Admin fee / account holder | $275 | $6,112-95.5% | $7,493-96.3% | $5,403-94.9% |