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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $113,739 |
BCG SECURITIES7 years Filed as: BCG SECURITIES INC Service code 27 · EIN 23-1664237 | 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 | $22,774 | $47,126-51.7% | $149,673-84.8% | $74,419-69.4% |
| Participation rate | 82.1% | 63.4%+18.7pp | 78.8%+3.3pp | 70.7%+11.3pp |
| Annual return | 14.55% | 22.75%-8.2pp | 134.42%-119.9pp | 34.38%-19.8pp |
| Employer contribution / active EE | $984 | $1,905-48.4% | $4,818-79.6% | $2,637-62.7% |
| Participant deferral / active EE | $2,217 | $2,728-18.7% | $5,680-61.0% | $4,528-51.0% |
| Admin fee / account holder | $231 | $343-32.7% | $13,210-98.3% | $348-33.7% |