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 3-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $14,150 |
Filed as: NATIONAL BENEFIT SERVICES LLC Service code 13 · EIN 20-3886993 | Contract Administrator | $8,711 |
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.
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 | $11,851 | $40,385-70.7% | $80,569-85.3% | $74,419-84.1% |
| Participation rate | 18.4% | 47.4%-29.0pp | 67.0%-48.6pp | 70.7%-52.3pp |
| Annual return | 160.61% | 164.85%-4.2pp | 935.43%-774.8pp | 34.38%+126.2pp |
| Employer contribution / active EE | $539 | $1,496-63.9% | $2,723-80.2% | $2,637-79.5% |
| Participant deferral / active EE | $930 | $2,674-65.2% | $4,447-79.1% | $4,528-79.5% |
| Admin fee / account holder | $181 | $720-74.8% | $5,377-96.6% | $348-47.8% |