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 |
|---|---|---|
SECURITIES AMERICA INC1+ years Service code 49 · EIN 11-2551174 | Other Services | $49,696 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,307 |
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 | $86,809 | $57,108+52.0% | $94,224-7.9% | $52,331+65.9% |
| Participation rate | 88.3% | 72.9%+15.3pp | 78.8%+9.5pp | 68.1%+20.2pp |
| Annual return | 1.52% | 1.47%+0.1pp | 10.68%-9.2pp | 4.54%-3.0pp |
| Employer contribution / active EE | $4,176 | $1,735+140.6% | $3,587+16.4% | $1,882+121.9% |
| Participant deferral / active EE | $8,649 | $3,040+184.6% | $4,320+100.2% | $3,022+186.2% |
| Admin fee / account holder | $13 | $546-97.6% | $6,269-99.8% | $592-97.8% |