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 | $102,255 |
INDEPENDENT FINANCIAL PARTNERS4+ years Service code 28 · EIN 46-0615386 | Investment Management | $38,668 |
SOBEL AND CO LLC CPA4+ years Filed as: SOBEL & CO., LLC Service code 10 · EIN 22-1430039 | Accounting | $14,600 |
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 | $100,017 | $65,118+53.6% | $76,768+30.3% | $55,725+79.5% |
| Participation rate | 97.0% | 79.6%+17.4pp | 77.0%+20.0pp | 70.9%+26.1pp |
| Annual return | -5.87% | -1.27%-4.6pp | 2.43%-8.3pp | 244.93%-250.8pp |
| Employer contribution / active EE | $2,210 | $1,941+13.8% | $2,485-11.1% | $2,078+6.3% |
| Participant deferral / active EE | $7,088 | $3,688+92.2% | $3,852+84.0% | $3,356+111.2% |
| Admin fee / account holder | $286 | $116+146.6% | $6,675-95.7% | $115+148.0% |