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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,905 |
STAHL & ASSOCIATES2+ years Service code 49 · EIN 59-2273547 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,963 | $71,192-36.8% | $117,854-61.8% | $62,292-27.8% |
| Participation rate | 97.5% | 74.2%+23.2pp | 79.7%+17.8pp | 69.5%+27.9pp |
| Annual return | 8.55% | 18.66%-10.1pp | 335.08%-326.5pp | 28.90%-20.3pp |
| Employer contribution / active EE | $1,968 | $1,934+1.8% | $3,786-48.0% | $2,042-3.6% |
| Participant deferral / active EE | $1,465 | $3,189-54.0% | $4,482-67.3% | $3,169-53.8% |
| Admin fee / account holder | $11 | $587-98.1% | $8,020-99.9% | $479-97.7% |