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 | $46,607 |
M HOLDINGS SECURITIES INC4+ years Service code 49 · EIN 91-1802259 | Other Services | $6,237 |
USI CONSULTING GROUP1 year Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $3,173 |
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 | $19,235 | $37,196-48.3% | $154,107-87.5% | $55,725-65.5% |
| Participation rate | 82.9% | 64.1%+18.8pp | 83.0%-0.1pp | 70.9%+12.1pp |
| Annual return | -2.46% | 1319.68%-1322.1pp | 735.12%-737.6pp | 244.93%-247.4pp |
| Employer contribution / active EE | $772 | $1,614-52.2% | $5,298-85.4% | $2,078-62.9% |
| Participant deferral / active EE | $2,308 | $2,068+11.6% | $5,081-54.6% | $3,356-31.2% |
| Admin fee / account holder | $147 | $102+44.7% | $13,411-98.9% | $115+27.6% |