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 | $22,962 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $7,571 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,150 | $50,637-54.3% | $86,590-73.3% | $62,292-62.8% |
| Participation rate | 87.5% | 67.9%+19.6pp | 73.5%+14.0pp | 69.5%+18.0pp |
| Annual return | 11.83% | 20.80%-9.0pp | 964.84%-953.0pp | 28.90%-17.1pp |
| Employer contribution / active EE | $1,823 | $2,075-12.1% | $2,839-35.8% | $2,042-10.7% |
| Participant deferral / active EE | $1,840 | $2,611-29.5% | $3,609-49.0% | $3,169-41.9% |
| Admin fee / account holder | $163 | $413-60.6% | $4,906-96.7% | $479-66.0% |