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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,645 |
GLOBAL RETIREMENT PARTNERS LLC4+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $20,565 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,630 | $66,302-34.2% | $110,238-60.4% | $56,287-22.5% |
| Participation rate | 84.1% | 74.9%+9.2pp | 79.8%+4.3pp | 69.9%+14.3pp |
| Annual return | -4.91% | -1.18%-3.7pp | 314.74%-319.7pp | -9.96%+5.0pp |
| Employer contribution / active EE | $949 | $2,047-53.6% | $3,826-75.2% | $2,111-55.0% |
| Participant deferral / active EE | $2,413 | $3,381-28.6% | $4,672-48.3% | $3,350-28.0% |
| Admin fee / account holder | $314 | $698-55.0% | $8,547-96.3% | $521-39.6% |