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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,005 |
SECURIAN FINANCIAL SERVICES INC1+ years Service code 49 · EIN 41-1486060 | Other Services | $5,575 |
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 | $20,313 | $46,360-56.2% | $147,614-86.2% | $52,331-61.2% |
| Participation rate | 98.2% | 64.9%+33.3pp | 84.6%+13.6pp | 68.1%+30.1pp |
| Annual return | -0.83% | 1.62%-2.5pp | 61.98%-62.8pp | 4.54%-5.4pp |
| Employer contribution / active EE | $404 | $2,126-81.0% | $5,564-92.7% | $1,882-78.6% |
| Participant deferral / active EE | $1,245 | $2,258-44.9% | $4,895-74.6% | $3,022-58.8% |
| Admin fee / account holder | $148 | $766-80.6% | $11,611-98.7% | $592-75.0% |