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 6-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,153 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 27 · EIN 47-0648506 | Advisory (Plan) | $13,549 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,506 | $65,435-68.7% | $86,677-76.3% | $66,914-69.4% |
| Participation rate | 63.1% | 75.5%-12.4pp | 76.6%-13.5pp | 69.8%-6.7pp |
| Annual return | 1.09% | -10.89%+12.0pp | 35.91%-34.8pp | 1.58%-0.5pp |
| Employer contribution / active EE | $2,484 | $2,153+15.4% | $2,836-12.4% | $2,544-2.4% |
| Participant deferral / active EE | $5,547 | $4,100+35.3% | $4,656+19.2% | $4,237+30.9% |
| Admin fee / account holder | $152 | $642-76.4% | $7,493-98.0% | $593-74.5% |