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 | $38,834 |
NFP RETIREMENT INC1 year Filed as: NFP SECURITIES INC Service code 27 · EIN 74-2794194 | Advisory (Plan) | $29,414 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $99,987 | $57,354+74.3% | $83,848+19.2% | $64,186+55.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -3.27% | 11.38%-14.7pp | 850.88%-854.1pp | 7.63%-10.9pp |
| Employer contribution / active EE | $2,990 | $2,545+17.5% | $3,631-17.6% | $2,381+25.6% |
| Participant deferral / active EE | $7,500 | $2,993+150.6% | $4,082+83.7% | $3,470+116.2% |
| Admin fee / account holder | $427 | $4,046-89.5% | $5,478-92.2% | $4,888-91.3% |