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 |
|---|---|---|
TRIAD ADVISORS INC2 years Service code 49 · EIN 65-0173164 | Other Services | $49,042 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,409 |
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 | $152,172 | $51,620+194.8% | $90,281+68.6% | $65,185+133.4% |
| Participation rate | 98.7% | 68.6%+30.0pp | 73.3%+25.4pp | 70.2%+28.5pp |
| Annual return | 20.02% | 24.94%-4.9pp | 78.10%-58.1pp | 29.38%-9.4pp |
| Employer contribution / active EE | $8,486 | $2,235+279.7% | $2,854+197.3% | $2,177+289.9% |
| Participant deferral / active EE | $6,957 | $2,871+142.4% | $3,885+79.1% | $3,514+98.0% |
| Admin fee / account holder | $19 | $384-95.1% | $5,351-99.6% | $847-97.8% |