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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,241 |
BROOKLIGHT PLACE SECURITIES INC6+ years Service code 49 · EIN 36-3317130 | Other Services | $14,335 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,330 | $99,957-76.7% | $149,696-84.4% | $73,488-68.3% |
| Participation rate | 92.2% | 75.7%+16.5pp | 82.5%+9.7pp | 70.7%+21.5pp |
| Annual return | 17.47% | 53.87%-36.4pp | 276.60%-259.1pp | 28.51%-11.0pp |
| Employer contribution / active EE | $1,766 | $3,191-44.7% | $4,644-62.0% | $2,270-22.2% |
| Participant deferral / active EE | $2,796 | $6,073-53.9% | $6,842-59.1% | $3,740-25.2% |
| Admin fee / account holder | $176 | $551-68.0% | $9,309-98.1% | $513-65.6% |