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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $15,195 |
PARK AVENUE SECURITIES LLC1+ years Service code 49 · EIN 13-4023176 | Other Services | $2,858 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $40,113 | $41,854-4.2% | $73,843-45.7% | $52,331-23.3% |
| Participation rate | 76.6% | 66.2%+10.3pp | 73.4%+3.1pp | 68.1%+8.5pp |
| Annual return | 0.81% | 2.11%-1.3pp | 2267.84%-2267.0pp | 4.54%-3.7pp |
| Employer contribution / active EE | $727 | $1,920-62.2% | $2,787-73.9% | $1,882-61.4% |
| Participant deferral / active EE | $2,043 | $2,498-18.2% | $3,583-43.0% | $3,022-32.4% |
| Admin fee / account holder | $118 | $493-76.1% | $4,880-97.6% | $592-80.1% |