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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,618 |
TBS AGENCY INC2 years Service code 49 · EIN 52-1473914 | Other Services | $2,654 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,074 | $81,537-76.6% | $149,718-87.3% | $69,631-72.6% |
| Participation rate | 77.4% | 86.1%-8.8pp | 87.1%-9.7pp | 70.7%+6.7pp |
| Annual return | 20.29% | 22.79%-2.5pp | 1501.63%-1481.3pp | 27571.02%-27550.7pp |
| Employer contribution / active EE | $559 | $3,239-82.7% | $5,445-89.7% | $2,032-72.5% |
| Participant deferral / active EE | $3,153 | $4,994-36.9% | $6,569-52.0% | $3,224-2.2% |
| Admin fee / account holder | $54 | $107-49.3% | $11,283-99.5% | $110-50.9% |