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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,368 |
S B H U LIFE AGENCY INC2 years Service code 49 · EIN 13-2896238 | Other Services | $18,274 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $72,090 | $73,638-2.1% | $95,952-24.9% | $73,488-1.9% |
| Participation rate | 75.7% | 76.2%-0.5pp | 77.1%-1.4pp | 70.7%+5.0pp |
| Annual return | 11.42% | 16.78%-5.4pp | 91.61%-80.2pp | 28.51%-17.1pp |
| Employer contribution / active EE | $530 | $1,863-71.5% | $2,541-79.1% | $2,270-76.6% |
| Participant deferral / active EE | $3,386 | $3,617-6.4% | $4,167-18.7% | $3,740-9.5% |
| Admin fee / account holder | $468 | $482-3.0% | $6,795-93.1% | $513-8.8% |