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 9-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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,357 |
VALMARK ADVISERS INC1 year Filed as: VALMARK ADVISERS Service code 27 · EIN 31-1509466 | Advisory (Plan) | $21,270 |
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 | $69,200 | $86,655-20.1% | $119,609-42.1% | $66,914+3.4% |
| Participation rate | 99.2% | 75.6%+23.7pp | 79.3%+20.0pp | 69.8%+29.4pp |
| Annual return | -13.30% | -8.00%-5.3pp | -14.97%+1.7pp | 1.58%-14.9pp |
| Employer contribution / active EE | $1,854 | $2,536-26.9% | $4,232-56.2% | $2,544-27.1% |
| Participant deferral / active EE | $5,428 | $4,358+24.5% | $5,602-3.1% | $4,237+28.1% |
| Admin fee / account holder | $287 | $755-62.0% | $10,323-97.2% | $593-51.6% |