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 | $27,377 |
USI CONSULTING GROUP6 years Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $5,790 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,036 | $77,899-56.3% | $149,673-77.3% | $75,163-54.7% |
| Participation rate | 74.6% | 65.6%+9.0pp | 78.8%-4.2pp | 67.2%+7.4pp |
| Annual return | 11.90% | 31.72%-19.8pp | 134.42%-122.5pp | 160.62%-148.7pp |
| Employer contribution / active EE | $649 | $3,137-79.3% | $4,818-86.5% | $2,670-75.7% |
| Participant deferral / active EE | $2,640 | $3,411-22.6% | $5,680-53.5% | $4,125-36.0% |
| Admin fee / account holder | $271 | $5,956-95.4% | $13,210-97.9% | $5,651-95.2% |