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 | $20,726 |
PARK AVENUE SECURITIES LLC4+ years Service code 49 · EIN 13-4023176 | Other Services | $4,587 |
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 | $42,441 | $44,873-5.4% | $79,464-46.6% | $56,287-24.6% |
| Participation rate | 74.4% | 68.7%+5.6pp | 73.3%+1.0pp | 69.9%+4.5pp |
| Annual return | -3.79% | 0.81%-4.6pp | 718.14%-721.9pp | -9.96%+6.2pp |
| Employer contribution / active EE | $770 | $2,140-64.0% | $2,800-72.5% | $2,111-63.5% |
| Participant deferral / active EE | $2,606 | $2,746-5.1% | $3,704-29.6% | $3,350-22.2% |
| Admin fee / account holder | $141 | $418-66.3% | $5,113-97.2% | $521-72.9% |