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) | $43,419 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,398 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,596 | $86,286+78.0% | $111,297+38.0% | $85,850+78.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 13.42% | 19.99%-6.6pp | 54.65%-41.2pp | 318.53%-305.1pp |
| Employer contribution / active EE | $4,073 | $2,043+99.4% | $2,731+49.2% | $2,565+58.8% |
| Participant deferral / active EE | $8,441 | $3,641+131.8% | $4,487+88.1% | $3,952+113.6% |
| Admin fee / account holder | $27 | $8,188-99.7% | $7,964-99.7% | $6,260-99.6% |