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 | $44,747 |
CAMBRIDGE INVESTMENT RESEARCH5+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 27 · EIN 42-1445429 | Advisory (Plan) | $22,901 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,072 | $52,293-44.4% | $178,490-83.7% | $73,409-60.4% |
| Participation rate | 95.6% | 65.3%+30.2pp | 81.9%+13.7pp | 72.2%+23.4pp |
| Annual return | 7.58% | 34.75%-27.2pp | 151.07%-143.5pp | 59.29%-51.7pp |
| Employer contribution / active EE | $1,273 | $1,735-26.6% | $5,011-74.6% | $2,234-43.0% |
| Participant deferral / active EE | $2,097 | $2,332-10.1% | $5,202-59.7% | $3,805-44.9% |
| Admin fee / account holder | $83 | $127-35.2% | $13,984-99.4% | $158-47.7% |