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 | $13,579 |
USI CONSULTING GROUP4+ years Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $9,770 |
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 | $29,397 | $76,000-61.3% | $154,107-80.9% | $64,186-54.2% |
| Participation rate | 98.9% | 70.4%+28.5pp | 83.0%+15.9pp | 69.6%+29.3pp |
| Annual return | -5.41% | 30.32%-35.7pp | 735.12%-740.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,828 | $3,351-15.6% | $5,298-46.6% | $2,381+18.8% |
| Participant deferral / active EE | $5,799 | $3,175+82.6% | $5,081+14.1% | $3,470+67.1% |
| Admin fee / account holder | $108 | $5,596-98.1% | $13,411-99.2% | $4,888-97.8% |