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 |
|---|---|---|
THE LEADERS GROUP INC3+ years Service code 49 · EIN 84-1275292 | Other Services | $21,145 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $13,895 |
Participant 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 | $35,428 | $81,537-56.5% | $149,718-76.3% | $69,631-49.1% |
| Participation rate | 96.8% | 86.1%+10.7pp | 87.1%+9.7pp | 70.7%+26.1pp |
| Annual return | 16.34% | 22.79%-6.4pp | 1501.63%-1485.3pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $4,032 | $3,239+24.5% | $5,445-25.9% | $2,032+98.4% |
| Participant deferral / active EE | $2,437 | $4,994-51.2% | $6,569-62.9% | $3,224-24.4% |
| Admin fee / account holder | $26 | $107-75.6% | $11,283-99.8% | $110-76.4% |