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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $118,111 |
BCG SECURITIES5 years Filed as: BCG SECURITIES INC Service code 27 · EIN 23-1664237 | Advisory (Plan) | $30,968 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,809 | $56,485-59.6% | $185,823-87.7% | $86,799-73.7% |
| Participation rate | 88.0% | 65.5%+22.6pp | 81.7%+6.3pp | 72.3%+15.8pp |
| Annual return | 12.64% | 118.04%-105.4pp | 122.05%-109.4pp | 97.91%-85.3pp |
| Employer contribution / active EE | $959 | $1,843-48.0% | $5,167-81.4% | $2,405-60.1% |
| Participant deferral / active EE | $2,067 | $2,553-19.0% | $5,568-62.9% | $4,131-50.0% |
| Admin fee / account holder | $235 | $150+57.3% | $16,237-98.6% | $170+38.8% |