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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INS COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $1,381 |
PARK AVENUE SECURITIES LLC2 years Filed as: PARK AVE SECURITIES LLC Service code 49 · EIN 13-4023176 | Other Services | $0 |
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 | $66,526 | $55,449+20.0% | $83,848-20.7% | $56,287+18.2% |
| Participation rate | 97.4% | 68.0%+29.4pp | 76.1%+21.3pp | 69.9%+27.6pp |
| Annual return | -5.92% | -1.38%-4.5pp | 850.88%-856.8pp | -9.96%+4.0pp |
| Employer contribution / active EE | $4,072 | $2,430+67.5% | $3,631+12.2% | $2,111+92.9% |
| Participant deferral / active EE | $7,685 | $2,935+161.8% | $4,082+88.3% | $3,350+129.4% |
| Admin fee / account holder | $8 | $656-98.7% | $5,478-99.8% | $521-98.4% |