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 3-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $36,660 |
AEPG WEALTH STRATEGIES1 year Service code 27 · EIN 22-2454043 | Advisory (Plan) | $7,137 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $10,757 | $30,599-64.8% | $74,583-85.6% | $57,658-81.3% |
| Participation rate | 81.0% | 49.1%+31.9pp | 68.1%+12.9pp | 70.2%+10.8pp |
| Annual return | 10.66% | 14.24%-3.6pp | 20.47%-9.8pp | 5.13%+5.5pp |
| Employer contribution / active EE | $0 | $1,000-100.0% | $2,525-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,204 | $1,805+22.1% | $3,458-36.3% | $3,061-28.0% |
| Admin fee / account holder | $154 | $98+56.6% | $4,138-96.3% | $95+62.4% |