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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $39,152 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $1,475 |
Filed as: JP MORGAN INVEST HOLDINGS Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $171 |
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 | $63,727 | $88,083-27.7% | $164,813-61.3% | $74,495-14.5% |
| Participation rate | 92.2% | 73.0%+19.1pp | 78.6%+13.6pp | 67.2%+25.0pp |
| Annual return | 36.29% | 17.26%+19.0pp | 69.93%-33.6pp | 1364.94%-1328.7pp |
| Employer contribution / active EE | $906 | $2,593-65.0% | $4,341-79.1% | $2,623-65.4% |
| Participant deferral / active EE | $5,292 | $4,498+17.7% | $6,031-12.3% | $4,346+21.8% |
| Admin fee / account holder | $232 | $2,234-89.6% | $12,690-98.2% | $1,942-88.0% |