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 8-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 49 · EIN 11-3022165 | Other Services | $5,279 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,390 |
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 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 | $26,568 | $49,177-46.0% | $79,464-66.6% | $64,186-58.6% |
| Participation rate | 86.3% | 65.0%+21.3pp | 73.3%+13.0pp | 69.6%+16.7pp |
| Annual return | -2.93% | -1.16%-1.8pp | 718.14%-721.1pp | 7.63%-10.6pp |
| Employer contribution / active EE | $1,212 | $2,076-41.6% | $2,800-56.7% | $2,381-49.1% |
| Participant deferral / active EE | $2,340 | $2,821-17.1% | $3,704-36.8% | $3,470-32.6% |
| Admin fee / account holder | $31 | $3,839-99.2% | $5,113-99.4% | $4,888-99.4% |