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 |
|---|---|---|
BROGAN, ANDREW1+ years Service code 49 · EIN 37-8821849 | Other Services | $12,666 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,834 |
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 | $73,450 | $45,283+62.2% | $155,790-52.9% | $52,331+40.4% |
| Participation rate | 95.8% | 62.2%+33.6pp | 76.1%+19.7pp | 68.1%+27.7pp |
| Annual return | 0.24% | 1.80%-1.6pp | 71.54%-71.3pp | 4.54%-4.3pp |
| Employer contribution / active EE | $2,901 | $1,329+118.3% | $3,836-24.4% | $1,882+54.2% |
| Participant deferral / active EE | $3,374 | $2,854+18.2% | $4,797-29.7% | $3,022+11.7% |
| Admin fee / account holder | $61 | $981-93.8% | $7,478-99.2% | $592-89.7% |