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 | $38,000 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $10,593 |
COMMONWEALTH FINANCIAL NETWORK9+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $9,830 |
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 | $53,437 | $82,978-35.6% | $129,995-58.9% | $71,457-25.2% |
| Participation rate | 94.1% | 74.1%+20.0pp | 78.5%+15.6pp | 67.9%+26.2pp |
| Annual return | 16.54% | 20.60%-4.1pp | -137.18%+153.7pp | 28.85%-12.3pp |
| Employer contribution / active EE | $1,075 | $2,622-59.0% | $4,320-75.1% | $2,588-58.5% |
| Participant deferral / active EE | $5,791 | $4,432+30.7% | $5,820-0.5% | $4,289+35.0% |
| Admin fee / account holder | $213 | $1,729-87.7% | $10,614-98.0% | $1,587-86.6% |