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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,139 |
IMA WEALTH INC6 years Service code 49 · EIN 48-1233289 | Other Services | $10,019 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $116,008 | $46,674+148.5% | $117,472-1.2% | $68,494+69.4% |
| Participation rate | 78.8% | 56.8%+22.0pp | 70.6%+8.2pp | 67.9%+10.9pp |
| Annual return | -13.56% | -14.52%+1.0pp | 29.74%-43.3pp | -7.84%-5.7pp |
| Employer contribution / active EE | $4,596 | $1,505+205.5% | $4,176+10.1% | $2,596+77.0% |
| Participant deferral / active EE | $6,937 | $2,636+163.2% | $4,070+70.4% | $4,027+72.3% |
| Admin fee / account holder | $416 | $4,020-89.7% | $5,645-92.6% | $5,403-92.3% |