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 81-1279447 | Advisory (Plan) | $9,331 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,140 |
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 | $45,380 | $42,548+6.7% | $74,550-39.1% | $56,287-19.4% |
| Participation rate | 75.0% | 60.5%+14.5pp | 69.1%+5.9pp | 69.9%+5.1pp |
| Annual return | 7.76% | 12.40%-4.6pp | 32.53%-24.8pp | -9.96%+17.7pp |
| Employer contribution / active EE | $340 | $855-60.2% | $1,961-82.7% | $2,111-83.9% |
| Participant deferral / active EE | $2,644 | $2,277+16.1% | $3,108-14.9% | $3,350-21.1% |
| Admin fee / account holder | $10 | $467-97.9% | $5,060-99.8% | $521-98.1% |