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 | $9,949 |
THE LEADERS GROUP INC1+ years Service code 49 · EIN 84-1275292 | Other Services | $5,324 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $37,932 | $54,320-30.2% | $67,652-43.9% | $52,331-27.5% |
| Participation rate | 92.4% | 73.6%+18.8pp | 75.7%+16.8pp | 68.1%+24.3pp |
| Annual return | -0.60% | 6.81%-7.4pp | 6625.04%-6625.6pp | 4.54%-5.1pp |
| Employer contribution / active EE | $766 | $1,544-50.4% | $2,266-66.2% | $1,882-59.3% |
| Participant deferral / active EE | $3,273 | $2,950+10.9% | $3,560-8.1% | $3,022+8.3% |
| Admin fee / account holder | $58 | $527-89.0% | $4,821-98.8% | $592-90.2% |