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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $99,106 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $40,058 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $16,000 |
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 | $91,312 | $72,254+26.4% | $86,677+5.3% | $64,808+40.9% |
| Participation rate | 97.0% | 80.4%+16.6pp | 76.6%+20.4pp | 71.5%+25.5pp |
| Annual return | -14.03% | 392.42%-406.5pp | 35.91%-49.9pp | 32.82%-46.9pp |
| Employer contribution / active EE | $1,256 | $2,393-47.5% | $2,836-55.7% | $2,506-49.9% |
| Participant deferral / active EE | $7,271 | $4,658+56.1% | $4,656+56.2% | $4,310+68.7% |
| Admin fee / account holder | $241 | $174+38.7% | $7,493-96.8% | $188+28.4% |