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 | $97,779 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $36,349 |
SOBEL AND CO LLC CPA6+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,883 | $79,519+43.2% | $95,952+18.7% | $73,409+55.1% |
| Participation rate | 93.9% | 81.2%+12.7pp | 77.1%+16.8pp | 72.2%+21.7pp |
| Annual return | 14.20% | 19.20%-5.0pp | 91.61%-77.4pp | 59.29%-45.1pp |
| Employer contribution / active EE | $1,264 | $2,048-38.3% | $2,541-50.3% | $2,234-43.4% |
| Participant deferral / active EE | $7,117 | $4,138+72.0% | $4,167+70.8% | $3,805+87.0% |
| Admin fee / account holder | $254 | $184+37.9% | $6,795-96.3% | $158+61.0% |