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 |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $57,304 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,978 |
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 | $92,739 | $104,317-11.1% | $159,436-41.8% | $86,799+6.8% |
| Participation rate | 92.5% | 77.7%+14.8pp | 82.8%+9.6pp | 72.3%+20.2pp |
| Annual return | 18.39% | 26.32%-7.9pp | 263.57%-245.2pp | 97.91%-79.5pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,829-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $6,859 | $6,837+0.3% | $7,352-6.7% | $4,131+66.0% |
| Admin fee / account holder | $16 | $172-90.7% | $10,799-99.9% | $170-90.6% |