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 | $67,244 |
VALLEY ADMINISTRATORS4 years Service code 13 · EIN 94-1651216 | Contract Administrator | $10,400 |
SCHWARTZ PLATZ & ASSOC2 years Filed as: SCHWARTZ PLATZ AND ASSOCIATES Service code 10 · EIN 68-0263780 | Accounting | $9,500 |
ESOP LAW GROUP1 year Filed as: EMPLOYEE BENEFITS LAW GROUP Service code 29 620 COOLIDGE DRIVE · FOLSOM, CA 95630 | Legal | $8,910 |
See 1 actuary disclosure. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $82,186-100.0% | $201,582-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.6%-3.6pp |
| Annual return | 17.01% | 17.53%-0.5pp | 11.08%+5.9pp | 11.84%+5.2pp |
| Employer contribution / active EE | $1,646 | $12,005-86.3% | $28,409-94.2% | $17,339-90.5% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $6,559-100.0% | $409-100.0% |