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 | $43,763 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: CERITY PARTNERS RETIREMENT PLAN ADV Service code 27 · EIN 35-2467663 | Advisory (Plan) | $12,587 |
Participant contribution per participant 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.
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 | $30,093 | $100,923-70.2% | $150,045-79.9% | $74,304-59.5% |
| Participation rate | 81.5% | 70.1%+11.4pp | 82.3%-0.9pp | 60.3%+21.1pp |
| Annual return | 19.57% | 51.77%-32.2pp | 62.55%-43.0pp | 29.43%-9.9pp |
| Employer contribution / active EE | $1,255 | $3,463-63.8% | $4,693-73.2% | $2,241-44.0% |
| Participant deferral / active EE | $1,940 | $6,709-71.1% | $7,997-75.7% | $3,767-48.5% |
| Admin fee / account holder | $230 | $2,767-91.7% | $13,435-98.3% | $2,969-92.2% |