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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,374 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $1,588 |
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 | $64,981 | $50,385+29.0% | $75,670-14.1% | $62,292+4.3% |
| Participation rate | 97.1% | 67.7%+29.4pp | 72.3%+24.8pp | 69.5%+27.6pp |
| Annual return | 18.98% | 19.90%-0.9pp | 27.34%-8.4pp | 28.90%-9.9pp |
| Employer contribution / active EE | $1,997 | $1,537+29.9% | $2,352-15.1% | $2,042-2.2% |
| Participant deferral / active EE | $3,273 | $2,445+33.9% | $3,142+4.2% | $3,169+3.3% |
| Admin fee / account holder | $21 | $384-94.6% | $5,800-99.6% | $479-95.7% |