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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,696 |
GLOBAL RETIREMENT PARTNERS LLC5+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $16,951 |
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 | $52,921 | $86,332-38.7% | $125,175-57.7% | $65,185-18.8% |
| Participation rate | 87.5% | 75.3%+12.2pp | 79.8%+7.7pp | 70.2%+17.3pp |
| Annual return | 25.06% | 27.43%-2.4pp | 43.79%-18.7pp | 29.38%-4.3pp |
| Employer contribution / active EE | $1,005 | $2,040-50.7% | $3,865-74.0% | $2,177-53.8% |
| Participant deferral / active EE | $2,623 | $3,537-25.9% | $4,937-46.9% | $3,514-25.4% |
| Admin fee / account holder | $288 | $609-52.6% | $9,702-97.0% | $847-65.9% |