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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $250 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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.
Annual investment return 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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,284 | $55,636+1.2% | $81,983-31.3% | $73,488-23.4% |
| Participation rate | 48.2% | 62.3%-14.1pp | 69.2%-21.0pp | 70.7%-22.5pp |
| Annual return | 10.53% | 19.07%-8.5pp | 41.31%-30.8pp | 28.51%-18.0pp |
| Employer contribution / active EE | $895 | $1,625-44.9% | $2,498-64.2% | $2,270-60.6% |
| Participant deferral / active EE | $1,226 | $2,762-55.6% | $3,722-67.1% | $3,740-67.2% |
| Admin fee / account holder | $4 | $493-99.2% | $5,664-99.9% | $513-99.2% |