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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,112 |
DANA INVESTMENT ADVISORS5 years Filed as: DANA INVESTMENT ADVISORS INC Service code 27 · EIN 39-1512278 | Advisory (Plan) | $9,670 |
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 | $108,704 | $76,050+42.9% | $96,544+12.6% | $71,457+52.1% |
| Participation rate | 95.4% | 74.4%+21.0pp | 76.0%+19.4pp | 67.9%+27.5pp |
| Annual return | 19.67% | 22.81%-3.1pp | 25.84%-6.2pp | 28.85%-9.2pp |
| Employer contribution / active EE | $1,228 | $2,244-45.3% | $2,965-58.6% | $2,588-52.6% |
| Participant deferral / active EE | $8,527 | $4,215+102.3% | $4,851+75.8% | $4,289+98.8% |
| Admin fee / account holder | $262 | $2,707-90.3% | $8,252-96.8% | $1,587-83.5% |