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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,174 |
MUTUAL SECURITIES INC4+ years Service code 49 · EIN 95-3703162 | Other Services | $5,446 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,227 | $55,449+17.6% | $83,848-22.2% | $56,287+15.9% |
| Participation rate | 84.4% | 68.0%+16.4pp | 76.1%+8.3pp | 69.9%+14.6pp |
| Annual return | -7.71% | -1.38%-6.3pp | 850.88%-858.6pp | -9.96%+2.3pp |
| Employer contribution / active EE | $1,386 | $2,430-43.0% | $3,631-61.8% | $2,111-34.3% |
| Participant deferral / active EE | $3,380 | $2,935+15.1% | $4,082-17.2% | $3,350+0.9% |
| Admin fee / account holder | $142 | $656-78.3% | $5,478-97.4% | $521-72.7% |