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 36-3429599 | Advisory (Plan) | $23,044 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,704 |
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 | $139,640 | $51,197+172.8% | $82,719+68.8% | $66,914+108.7% |
| Participation rate | 86.5% | 67.8%+18.7pp | 72.6%+14.0pp | 69.8%+16.7pp |
| Annual return | -4.53% | -9.64%+5.1pp | 701.18%-705.7pp | 1.58%-6.1pp |
| Employer contribution / active EE | $3,184 | $2,611+21.9% | $3,009+5.8% | $2,544+25.1% |
| Participant deferral / active EE | $4,808 | $3,458+39.0% | $4,395+9.4% | $4,237+13.5% |
| Admin fee / account holder | $210 | $416-49.6% | $5,329-96.1% | $593-64.7% |