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 | $61,159 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $22,052 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,733 | $73,638-40.6% | $95,952-54.4% | $73,488-40.5% |
| Participation rate | 95.3% | 76.2%+19.1pp | 77.1%+18.2pp | 70.7%+24.6pp |
| Annual return | 11.24% | 16.78%-5.5pp | 91.61%-80.4pp | 28.51%-17.3pp |
| Employer contribution / active EE | $449 | $1,863-75.9% | $2,541-82.3% | $2,270-80.2% |
| Participant deferral / active EE | $2,731 | $3,617-24.5% | $4,167-34.5% | $3,740-27.0% |
| Admin fee / account holder | $261 | $482-45.8% | $6,795-96.2% | $513-49.1% |