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 |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $39,320 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,542 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,343 | $49,915+167.1% | $154,803-13.9% | $74,304+79.5% |
| Participation rate | 77.5% | 54.0%+23.6pp | 78.1%-0.5pp | 60.3%+17.2pp |
| Annual return | 10.95% | 34.06%-23.1pp | 58.88%-47.9pp | 29.43%-18.5pp |
| Employer contribution / active EE | $3,141 | $1,611+95.0% | $4,305-27.0% | $2,241+40.2% |
| Participant deferral / active EE | $4,067 | $2,255+80.4% | $5,540-26.6% | $3,767+8.0% |
| Admin fee / account holder | $21 | $2,189-99.1% | $14,329-99.9% | $2,969-99.3% |