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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,118 |
SECURIAN FINANCIAL SERVICES INC3+ years Service code 49 · EIN 41-1486060 | Other Services | $6,372 |
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 | $24,672 | $55,453-55.5% | $170,442-85.5% | $62,292-60.4% |
| Participation rate | 97.5% | 66.4%+31.2pp | 83.6%+13.9pp | 69.5%+28.0pp |
| Annual return | 14.97% | 21.38%-6.4pp | 205.93%-191.0pp | 28.90%-13.9pp |
| Employer contribution / active EE | $395 | $2,164-81.8% | $5,433-92.7% | $2,042-80.7% |
| Participant deferral / active EE | $1,101 | $2,303-52.2% | $4,939-77.7% | $3,169-65.3% |
| Admin fee / account holder | $163 | $455-64.3% | $13,880-98.8% | $479-66.1% |