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 7-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $124,617 |
Filed as: NATHAN WECHSLER & CO. Service code 10 · EIN 02-0327524 | Accounting | $5,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,406 | $93,131-9.4% | $106,548-20.8% | $86,799-2.8% |
| Participation rate | 87.9% | 81.4%+6.4pp | 76.1%+11.7pp | 72.3%+15.6pp |
| Annual return | 14.35% | 19.45%-5.1pp | 26.80%-12.4pp | 97.91%-83.6pp |
| Employer contribution / active EE | $1,873 | $2,895-35.3% | $2,819-33.6% | $2,405-22.1% |
| Participant deferral / active EE | $4,619 | $4,708-1.9% | $4,398+5.0% | $4,131+11.8% |
| Admin fee / account holder | $167 | $145+15.1% | $7,407-97.7% | $170-1.5% |