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 8-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 | $11,974 |
CAMBRIDGE INVESTMENT RESEARCH6+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $11,127 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,417 | $48,265-39.1% | $68,791-57.2% | $68,494-57.1% |
| Participation rate | 81.9% | 60.7%+21.3pp | 69.0%+12.9pp | 67.9%+14.0pp |
| Annual return | -17.03% | -12.71%-4.3pp | -6.38%-10.6pp | -7.84%-9.2pp |
| Employer contribution / active EE | $878 | $1,829-52.0% | $2,655-66.9% | $2,596-66.2% |
| Participant deferral / active EE | $3,326 | $2,867+16.0% | $3,941-15.6% | $4,027-17.4% |
| Admin fee / account holder | $112 | $4,355-97.4% | $4,932-97.7% | $5,403-97.9% |