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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,649 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: WILLIS OF TENNESSEE Service code 49 · EIN 62-1404453 | Other Services | $2,074 |
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 | $63,156 | $43,723+44.4% | $121,196-47.9% | $64,186-1.6% |
| Participation rate | 87.3% | 58.3%+28.9pp | 71.7%+15.5pp | 69.6%+17.7pp |
| Annual return | -7.74% | 68.91%-76.7pp | 16.93%-24.7pp | 7.63%-15.4pp |
| Employer contribution / active EE | $795 | $1,296-38.6% | $4,022-80.2% | $2,381-66.6% |
| Participant deferral / active EE | $3,652 | $2,280+60.2% | $3,344+9.2% | $3,470+5.3% |
| Admin fee / account holder | $237 | $3,501-93.2% | $5,019-95.3% | $4,888-95.2% |