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 | $104,131 |
EQUITABLE ADVISORS LLC1 year Service code 49 · EIN 13-4071393 | Other Services | $28,418 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE NETWORK LLC Service code 49 · EIN 06-1555494 | Other Services | $1,380 |
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 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 | $24,281 | $43,466-44.1% | $90,951-73.3% | $90,288-73.1% |
| Participation rate | 19.8% | 62.5%-42.6pp | 69.0%-49.2pp | 73.4%-53.5pp |
| Annual return | 19.88% | 25.26%-5.4pp | 134.60%-114.7pp | 53.97%-34.1pp |
| Employer contribution / active EE | $260 | $840-69.0% | $2,122-87.7% | $2,524-89.7% |
| Participant deferral / active EE | $524 | $2,138-75.5% | $3,373-84.5% | $4,232-87.6% |
| Admin fee / account holder | $113 | $92+23.0% | $5,959-98.1% | $114-1.0% |