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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $36,628 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,629 |
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 | $137,488 | $78,422+75.3% | $95,952+43.3% | $79,858+72.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 13.19% | 19.37%-6.2pp | 91.61%-78.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $4,071 | $1,945+109.3% | $2,541+60.2% | $2,471+64.8% |
| Participant deferral / active EE | $8,294 | $3,440+141.1% | $4,167+99.0% | $3,740+121.8% |
| Admin fee / account holder | $21 | $5,622-99.6% | $6,795-99.7% | $5,306-99.6% |