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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $113,739 |
BCG SECURITIES6 years Filed as: BCG SECURITIES INC Service code 27 | Advisory (Plan) | $29,184 |
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 | $18,647 | $46,292-59.7% | $143,757-87.0% | $64,808-71.2% |
| Participation rate | 90.3% | 64.2%+26.1pp | 80.3%+10.0pp | 71.5%+18.9pp |
| Annual return | -14.82% | -10.05%-4.8pp | -0.04%-14.8pp | 32.82%-47.6pp |
| Employer contribution / active EE | $972 | $1,910-49.1% | $4,951-80.4% | $2,506-61.2% |
| Participant deferral / active EE | $2,010 | $2,646-24.0% | $5,637-64.3% | $4,310-53.4% |
| Admin fee / account holder | $213 | $154+38.4% | $14,673-98.5% | $188+13.3% |