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 | $99,144 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $35,695 |
SOBEL AND CO LLC CPA5+ 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 | $104,415 | $73,404+42.2% | $87,100+19.9% | $67,579+54.5% |
| Participation rate | 97.0% | 80.9%+16.1pp | 76.9%+20.1pp | 71.3%+25.7pp |
| Annual return | 18.47% | 48.29%-29.8pp | 28.19%-9.7pp | 378.56%-360.1pp |
| Employer contribution / active EE | $1,248 | $2,014-38.0% | $2,521-50.5% | $2,148-41.9% |
| Participant deferral / active EE | $6,778 | $3,913+73.2% | $4,049+67.4% | $3,539+91.5% |
| Admin fee / account holder | $256 | $142+81.0% | $7,497-96.6% | $142+80.2% |