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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,164 |
JANNEY MONTGOMERY SCOTT LLC7 years Service code 49 · EIN 23-0731260 | Other Services | $16,569 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,538 | $45,031-76.6% | $84,966-87.6% | $77,643-86.4% |
| Participation rate | 59.3% | 48.7%+10.6pp | 67.5%-8.2pp | 70.6%-11.3pp |
| Annual return | 10.68% | 79.22%-68.5pp | 66.38%-55.7pp | 31.24%-20.6pp |
| Employer contribution / active EE | $0 | $1,609-100.0% | $2,727-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,188 | $2,807-57.7% | $4,519-73.7% | $4,647-74.4% |
| Admin fee / account holder | $94 | $912-89.7% | $6,149-98.5% | $430-78.2% |