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 | $38,483 |
GBS RETIREMENT SERVICES1 year Filed as: GBS RETIREMENT SRV Service code 27 · EIN 13-3727333 | Advisory (Plan) | $31,240 |
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 | $36,913 | $37,196-0.8% | $154,107-76.0% | $55,725-33.8% |
| Participation rate | 96.1% | 64.1%+32.0pp | 83.0%+13.1pp | 70.9%+25.2pp |
| Annual return | -6.70% | 1319.68%-1326.4pp | 735.12%-741.8pp | 244.93%-251.6pp |
| Employer contribution / active EE | $2,055 | $1,614+27.3% | $5,298-61.2% | $2,078-1.1% |
| Participant deferral / active EE | $3,153 | $2,068+52.5% | $5,081-37.9% | $3,356-6.0% |
| Admin fee / account holder | $181 | $102+77.8% | $13,411-98.7% | $115+56.8% |