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 |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: INDEPENDENT FINANCIAL PARTNERS FBO Service code 27 · EIN 59-3331424 | Advisory (Plan) | $9,343 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,153 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $1,744 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE CO Service code 15 · EIN 22-1211670 | Recordkeeping | $0 |
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 | $98,778 | $56,199+75.8% | $67,652+46.0% | $59,632+65.6% |
| Participation rate | 96.6% | 71.5%+25.2pp | 75.7%+21.0pp | 68.7%+28.0pp |
| Annual return | -1.79% | 18505.31%-18507.1pp | 6625.04%-6626.8pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $3,844 | $1,614+138.1% | $2,266+69.7% | $2,203+74.5% |
| Participant deferral / active EE | $6,776 | $2,844+138.3% | $3,560+90.4% | $3,192+112.3% |
| Admin fee / account holder | $126 | $3,958-96.8% | $4,821-97.4% | $4,297-97.1% |