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 |
|---|---|---|
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $49,874 |
Service code 10 · EIN 86-0751928 | Accounting | $6,250 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported the discovery of a loss from fraud or dishonesty.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,781 | $56,443-20.7% | $83,848-46.6% | $55,725-19.6% |
| Participation rate | 99.3% | 72.0%+27.2pp | 76.1%+23.1pp | 70.9%+28.4pp |
| Annual return | 8.73% | 393.67%-384.9pp | 850.88%-842.1pp | 244.93%-236.2pp |
| Employer contribution / active EE | $5,618 | $2,682+109.5% | $3,631+54.7% | $2,078+170.3% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $67 | $156-57.4% | $5,478-98.8% | $115-42.2% |