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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,808 |
MUTUAL SECURITIES INC5+ years Service code 49 · EIN 95-3703162 | Other Services | $5,475 |
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 | $79,493 | $63,114+26.0% | $92,893-14.4% | $65,185+22.0% |
| Participation rate | 85.3% | 68.8%+16.5pp | 76.0%+9.3pp | 70.2%+15.1pp |
| Annual return | 23.35% | 28.75%-5.4pp | 109.41%-86.1pp | 29.38%-6.0pp |
| Employer contribution / active EE | $1,342 | $2,571-47.8% | $3,653-63.3% | $2,177-38.3% |
| Participant deferral / active EE | $3,482 | $3,108+12.0% | $4,236-17.8% | $3,514-0.9% |
| Admin fee / account holder | $147 | $624-76.5% | $5,794-97.5% | $847-82.7% |