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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,886 |
SIGMA FINANCIAL CORPORATION3+ years Service code 49 · EIN 38-2472555 | Other Services | $14,214 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $23,080 | $45,031-48.7% | $84,966-72.8% | $77,643-70.3% |
| Participation rate | 26.0% | 48.7%-22.7pp | 67.5%-41.5pp | 70.6%-44.6pp |
| Annual return | 18.30% | 79.22%-60.9pp | 66.38%-48.1pp | 31.24%-12.9pp |
| Employer contribution / active EE | $489 | $1,609-69.6% | $2,727-82.1% | $2,726-82.0% |
| Participant deferral / active EE | $1,049 | $2,807-62.6% | $4,519-76.8% | $4,647-77.4% |
| Admin fee / account holder | $186 | $912-79.6% | $6,149-97.0% | $430-56.7% |