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 |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $14,798 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,147 |
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 | $72,177 | $155,795-53.7% | $136,294-47.0% | $69,631+3.7% |
| Participation rate | 89.8% | 75.2%+14.6pp | 81.9%+7.9pp | 70.7%+19.1pp |
| Annual return | 28.81% | 232464.33%-232435.5pp | 5155.94%-5127.1pp | 27571.02%-27542.2pp |
| Employer contribution / active EE | $1,300 | $2,991-56.5% | $4,695-72.3% | $2,032-36.0% |
| Participant deferral / active EE | $6,455 | $5,394+19.7% | $6,247+3.3% | $3,224+100.2% |
| Admin fee / account holder | $12 | $128-90.3% | $9,243-99.9% | $110-88.8% |