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 27 · EIN 47-1411118 | Advisory (Plan) | $16,773 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,572 |
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 | $23,342 | $54,237-57.0% | $90,281-74.1% | $67,579-65.5% |
| Participation rate | 84.1% | 68.6%+15.5pp | 73.3%+10.9pp | 71.3%+12.8pp |
| Annual return | 20.53% | 37.27%-16.7pp | 78.10%-57.6pp | 378.56%-358.0pp |
| Employer contribution / active EE | $1,425 | $1,846-22.8% | $2,854-50.1% | $2,148-33.6% |
| Participant deferral / active EE | $1,831 | $2,625-30.3% | $3,885-52.9% | $3,539-48.3% |
| Admin fee / account holder | $47 | $123-61.9% | $5,351-99.1% | $142-66.9% |