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.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,295 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: CERITY PARTNERS RETIREMENT PLAN ADV Service code 27 · EIN 35-2467663 | Advisory (Plan) | $11,134 |
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 | $28,513 | $101,499-71.9% | $147,005-80.6% | $74,546-61.8% |
| Participation rate | 80.1% | 75.5%+4.6pp | 82.2%-2.1pp | 67.2%+12.9pp |
| Annual return | 13.06% | 8732.34%-8719.3pp | 418.76%-405.7pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $1,094 | $3,811-71.3% | $4,934-77.8% | $2,624-58.3% |
| Participant deferral / active EE | $1,776 | $7,304-75.7% | $8,070-78.0% | $4,347-59.1% |
| Admin fee / account holder | $215 | $1,748-87.7% | $13,006-98.3% | $1,944-88.9% |