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 | $44,486 |
THE NOBLE GROUP1 year Filed as: NOBLE GROUP Service code 27 · EIN 45-4371311 | Advisory (Plan) | $19,501 |
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 | $93,504 | $55,636+68.1% | $81,983+14.1% | $73,488+27.2% |
| Participation rate | 93.3% | 62.3%+31.0pp | 69.2%+24.0pp | 70.7%+22.6pp |
| Annual return | 12.47% | 19.07%-6.6pp | 41.31%-28.8pp | 28.51%-16.0pp |
| Employer contribution / active EE | $3,066 | $1,625+88.8% | $2,498+22.8% | $2,270+35.1% |
| Participant deferral / active EE | $6,509 | $2,762+135.7% | $3,722+74.9% | $3,740+74.1% |
| Admin fee / account holder | $256 | $493-48.1% | $5,664-95.5% | $513-50.1% |