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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,206 |
USI CONSULTING GROUP3 years Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $7,399 |
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 | $32,102 | $91,190-64.8% | $178,490-82.0% | $79,858-59.8% |
| Participation rate | 72.4% | 69.2%+3.2pp | 81.9%-9.5pp | 69.6%+2.8pp |
| Annual return | 8.00% | 24.19%-16.2pp | 151.07%-143.1pp | 31.71%-23.7pp |
| Employer contribution / active EE | $548 | $3,256-83.2% | $5,011-89.1% | $2,471-77.8% |
| Participant deferral / active EE | $2,165 | $3,236-33.1% | $5,202-58.4% | $3,740-42.1% |
| Admin fee / account holder | $239 | $6,751-96.5% | $13,984-98.3% | $5,306-95.5% |