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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,682 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $15,750 |
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).
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 | $43,289 | $85,135-49.2% | $98,907-56.2% | $73,409-41.0% |
| Participation rate | 76.0% | 81.1%-5.1pp | 76.0%0pp | 72.2%+3.9pp |
| Annual return | 3.32% | 19.14%-15.8pp | 196.43%-193.1pp | 59.29%-56.0pp |
| Employer contribution / active EE | $1,709 | $2,721-37.2% | $2,689-36.4% | $2,234-23.5% |
| Participant deferral / active EE | $2,740 | $4,349-37.0% | $4,244-35.4% | $3,805-28.0% |
| Admin fee / account holder | $91 | $139-34.5% | $6,642-98.6% | $158-42.2% |