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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,569 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $25,000 |
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 | $55,182 | $47,126+17.1% | $149,673-63.1% | $74,419-25.8% |
| Participation rate | 97.8% | 63.4%+34.4pp | 78.8%+19.0pp | 70.7%+27.0pp |
| Annual return | 18.36% | 22.75%-4.4pp | 134.42%-116.1pp | 34.38%-16.0pp |
| Employer contribution / active EE | $2,492 | $1,905+30.8% | $4,818-48.3% | $2,637-5.5% |
| Participant deferral / active EE | $4,184 | $2,728+53.4% | $5,680-26.3% | $4,528-7.6% |
| Admin fee / account holder | $143 | $343-58.2% | $13,210-98.9% | $348-58.9% |