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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,712 |
Service code 49 · EIN 52-2114207 | Other Services | $11,606 |
STROTHMAN AND COMPANY3+ years Filed as: STROTHMAN & COMPANY PSC Service code 10 · EIN 61-1191655 | Accounting | $8,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,501 | $44,473+87.8% | $76,523+9.1% | $55,725+49.8% |
| Participation rate | 97.2% | 51.0%+46.2pp | 68.0%+29.2pp | 70.9%+26.4pp |
| Annual return | 11.73% | -2.01%+13.7pp | -0.27%+12.0pp | 244.93%-233.2pp |
| Employer contribution / active EE | $2,004 | $1,101+81.9% | $2,647-24.3% | $2,078-3.6% |
| Participant deferral / active EE | $6,083 | $1,988+206.1% | $3,835+58.6% | $3,356+81.3% |
| Admin fee / account holder | $51 | $134-62.1% | $4,848-99.0% | $115-55.9% |