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 6-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 | $2,524 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $37,298 | $46,360-19.5% | $147,614-74.7% | $52,331-28.7% |
| Participation rate | 80.9% | 64.9%+16.0pp | 84.6%-3.7pp | 68.1%+12.8pp |
| Annual return | -1.27% | 1.62%-2.9pp | 61.98%-63.2pp | 4.54%-5.8pp |
| Employer contribution / active EE | $1,515 | $2,126-28.7% | $5,564-72.8% | $1,882-19.5% |
| Participant deferral / active EE | $2,350 | $2,258+4.1% | $4,895-52.0% | $3,022-22.2% |
| Admin fee / account holder | $15 | $766-98.1% | $11,611-99.9% | $592-97.5% |