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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,195 |
MUTUAL SECURITIES INC10+ years Service code 49 · EIN 95-3703162 | Other Services | $7,074 |
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 | $108,504 | $80,724+34.4% | $103,333+5.0% | $74,495+45.7% |
| Participation rate | 87.4% | 65.7%+21.7pp | 74.5%+12.9pp | 67.2%+20.2pp |
| Annual return | 12.37% | 27.56%-15.2pp | 24.88%-12.5pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $2,298 | $3,157-27.2% | $3,868-40.6% | $2,623-12.4% |
| Participant deferral / active EE | $4,768 | $3,860+23.5% | $5,057-5.7% | $4,346+9.7% |
| Admin fee / account holder | $202 | $2,368-91.5% | $8,355-97.6% | $1,942-89.6% |