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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,321 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: WILLIS OF TENNESSEE Service code 49 · EIN 62-1404453 | Other Services | $2,132 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $69,302 | $46,869+47.9% | $122,332-43.3% | $70,131-1.2% |
| Participation rate | 86.9% | 58.2%+28.7pp | 71.6%+15.3pp | 69.5%+17.3pp |
| Annual return | 16.89% | 24.22%-7.3pp | 30.27%-13.4pp | 73.14%-56.2pp |
| Employer contribution / active EE | $730 | $1,288-43.3% | $4,050-82.0% | $2,342-68.9% |
| Participant deferral / active EE | $3,359 | $2,166+55.0% | $3,287+2.2% | $3,332+0.8% |
| Admin fee / account holder | $219 | $3,322-93.4% | $5,478-96.0% | $4,645-95.3% |