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 4-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 | $40,063 |
Filed as: VISIONPOINT ADVISORY GROUP LLC Service code 27 · EIN 46-3329350 | Advisory (Plan) | $7,212 |
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 | $7,828 | $79,171-90.1% | $102,423-92.4% | $74,495-89.5% |
| Participation rate | 44.7% | 74.8%-30.1pp | 76.5%-31.8pp | 67.2%-22.5pp |
| Annual return | 17.51% | 54.93%-37.4pp | 29.32%-11.8pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $2,830 | $2,362+19.8% | $3,023-6.4% | $2,623+7.9% |
| Participant deferral / active EE | $5,705 | $4,415+29.2% | $5,053+12.9% | $4,346+31.3% |
| Admin fee / account holder | $235 | $2,001-88.2% | $9,451-97.5% | $1,942-87.9% |