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 | $45,720 |
AMERICAN FUNDS5+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $45,349 |
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 | $48,117 | $62,928-23.5% | $172,739-72.1% | $67,579-28.8% |
| Participation rate | 87.9% | 64.5%+23.4pp | 82.6%+5.2pp | 71.3%+16.6pp |
| Annual return | 23.66% | 30.36%-6.7pp | 802.84%-779.2pp | 378.56%-354.9pp |
| Employer contribution / active EE | $754 | $1,636-53.9% | $5,143-85.3% | $2,148-64.9% |
| Participant deferral / active EE | $3,228 | $2,145+50.5% | $5,198-37.9% | $3,539-8.8% |
| Admin fee / account holder | $106 | $167-36.5% | $13,954-99.2% | $142-25.6% |