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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,093 |
MUTUAL SECURITIES INC1+ years Service code 49 · EIN 95-3703162 | Other Services | $5,094 |
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 | $49,796 | $50,464-1.3% | $75,781-34.3% | $52,331-4.8% |
| Participation rate | 85.1% | 66.8%+18.3pp | 75.8%+9.2pp | 68.1%+17.0pp |
| Annual return | -1.33% | 1.03%-2.4pp | 9.68%-11.0pp | 4.54%-5.9pp |
| Employer contribution / active EE | $1,248 | $1,988-37.3% | $3,323-62.5% | $1,882-33.7% |
| Participant deferral / active EE | $3,104 | $2,570+20.8% | $3,651-15.0% | $3,022+2.7% |
| Admin fee / account holder | $101 | $1,103-90.8% | $5,299-98.1% | $592-82.9% |