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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,894 |
Filed as: CBIZ FINANCIAL SOL. INC Service code 27 · EIN 52-1396995 | Advisory (Plan) | $28,452 |
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 | $47,599 | $62,928-24.4% | $172,739-72.4% | $67,579-29.6% |
| Participation rate | 92.3% | 64.5%+27.8pp | 82.6%+9.6pp | 71.3%+21.0pp |
| Annual return | 19.18% | 30.36%-11.2pp | 802.84%-783.7pp | 378.56%-359.4pp |
| Employer contribution / active EE | $2,691 | $1,636+64.5% | $5,143-47.7% | $2,148+25.3% |
| Participant deferral / active EE | $2,218 | $2,145+3.4% | $5,198-57.3% | $3,539-37.3% |
| Admin fee / account holder | $50 | $167-69.7% | $13,954-99.6% | $142-64.5% |