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) | $48,000 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,253 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,246 | $58,264+157.9% | $86,612+73.5% | $71,457+110.3% |
| Participation rate | 83.7% | 65.0%+18.7pp | 71.7%+12.0pp | 67.9%+15.7pp |
| Annual return | 17.11% | 21.63%-4.5pp | 591.07%-574.0pp | 28.85%-11.7pp |
| Employer contribution / active EE | $5,121 | $2,574+99.0% | $3,022+69.4% | $2,588+97.9% |
| Participant deferral / active EE | $7,511 | $3,436+118.6% | $4,438+69.3% | $4,289+75.1% |
| Admin fee / account holder | $410 | $1,057-61.2% | $5,614-92.7% | $1,587-74.2% |