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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $67,444 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $28,312 |
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 | $136,823 | $185,342-26.2% | $111,297+22.9% | $86,799+57.6% |
| Participation rate | 99.0% | 81.0%+18.0pp | 77.3%+21.7pp | 72.3%+26.7pp |
| Annual return | 18.97% | 500.80%-481.8pp | 54.65%-35.7pp | 97.91%-78.9pp |
| Employer contribution / active EE | $2,683 | $2,246+19.5% | $2,731-1.8% | $2,405+11.5% |
| Participant deferral / active EE | $9,078 | $4,458+103.6% | $4,487+102.3% | $4,131+119.7% |
| Admin fee / account holder | $252 | $255-1.2% | $7,964-96.8% | $170+48.9% |