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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,343 |
Filed as: WILLIS TOWERS WATSON SOUTHEAST INC Service code 49 · EIN 62-1404453 | Other Services | $2,272 |
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 | $76,072 | $48,570+56.6% | $130,648-41.8% | $72,985+4.2% |
| Participation rate | 83.6% | 58.6%+25.0pp | 71.7%+11.9pp | 69.5%+14.1pp |
| Annual return | 22.18% | 38.63%-16.4pp | 1708.96%-1686.8pp | 81.00%-58.8pp |
| Employer contribution / active EE | $731 | $1,334-45.2% | $4,092-82.1% | $2,440-70.0% |
| Participant deferral / active EE | $3,553 | $2,384+49.1% | $3,603-1.4% | $3,607-1.5% |
| Admin fee / account holder | $241 | $3,549-93.2% | $5,464-95.6% | $5,124-95.3% |