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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,326 |
BXS INSURANCE INC1 year Service code 49 · EIN 72-1381997 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED3+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $40,566 | $59,186-31.5% | $76,768-47.2% | $56,287-27.9% |
| Participation rate | 69.6% | 75.2%-5.7pp | 77.0%-7.4pp | 69.9%-0.3pp |
| Annual return | 8.98% | 6.62%+2.4pp | 2.43%+6.5pp | -9.96%+18.9pp |
| Employer contribution / active EE | $420 | $1,759-76.1% | $2,485-83.1% | $2,111-80.1% |
| Participant deferral / active EE | $2,018 | $3,255-38.0% | $3,852-47.6% | $3,350-39.7% |
| Admin fee / account holder | $19 | $489-96.2% | $6,675-99.7% | $521-96.4% |