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 | $24,907 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON SOUTHEAST INC Service code 49 · EIN 62-1404453 | Other Services | $3,006 |
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 | $78,708 | $53,777+46.4% | $134,143-41.3% | $79,858-1.4% |
| Participation rate | 92.6% | 58.8%+33.8pp | 72.2%+20.4pp | 69.6%+23.0pp |
| Annual return | 11.15% | 19.01%-7.9pp | 36.33%-25.2pp | 31.71%-20.6pp |
| Employer contribution / active EE | $906 | $1,321-31.4% | $3,704-75.5% | $2,471-63.3% |
| Participant deferral / active EE | $4,290 | $2,420+77.3% | $3,499+22.6% | $3,740+14.7% |
| Admin fee / account holder | $231 | $3,984-94.2% | $6,684-96.5% | $5,306-95.7% |