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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,823 |
SECURIAN FINANCIAL SERVICES INC2+ years Service code 49 · EIN 41-1486060 | Other Services | $5,617 |
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 | $23,886 | $46,732-48.9% | $156,549-84.7% | $55,167-56.7% |
| Participation rate | 93.4% | 65.8%+27.6pp | 84.0%+9.4pp | 69.0%+24.5pp |
| Annual return | 6.83% | 17.72%-10.9pp | 32.23%-25.4pp | 169.23%-162.4pp |
| Employer contribution / active EE | $358 | $2,105-83.0% | $5,501-93.5% | $1,963-81.7% |
| Participant deferral / active EE | $1,062 | $2,204-51.8% | $4,871-78.2% | $3,054-65.2% |
| Admin fee / account holder | $159 | $418-62.1% | $13,027-98.8% | $504-68.5% |