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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $115,421 |
BCG SECURITIES1 year Filed as: BCG SECURITIES INC. Service code 27 · EIN 23-1664237 | Advisory (Plan) | $33,344 |
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 | $25,203 | $50,815-50.4% | $155,509-83.8% | $77,643-67.5% |
| Participation rate | 82.5% | 63.1%+19.4pp | 78.2%+4.3pp | 70.6%+11.9pp |
| Annual return | 12.25% | 34.80%-22.6pp | 64.67%-52.4pp | 31.24%-19.0pp |
| Employer contribution / active EE | $956 | $1,993-52.0% | $4,672-79.5% | $2,726-64.9% |
| Participant deferral / active EE | $2,218 | $2,822-21.4% | $5,626-60.6% | $4,647-52.3% |
| Admin fee / account holder | $237 | $437-45.7% | $15,912-98.5% | $430-44.9% |