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 49 · EIN 52-2114207 | Other Services | $7,312 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,436 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,385 | $66,302-49.6% | $110,238-69.7% | $56,287-40.7% |
| Participation rate | 75.0% | 74.9%+0.1pp | 79.8%-4.8pp | 69.9%+5.1pp |
| Annual return | -7.69% | -1.18%-6.5pp | 314.74%-322.4pp | -9.96%+2.3pp |
| Employer contribution / active EE | $757 | $2,047-63.0% | $3,826-80.2% | $2,111-64.1% |
| Participant deferral / active EE | $1,764 | $3,381-47.8% | $4,672-62.2% | $3,350-47.3% |
| Admin fee / account holder | $37 | $698-94.8% | $8,547-99.6% | $521-93.0% |