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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,628 |
STAHL & ASSOCIATES3+ years Service code 49 · EIN 59-2273547 | Other Services | $0 |
Participant contribution per participant 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 | $45,903 | $66,302-30.8% | $110,238-58.4% | $56,287-18.4% |
| Participation rate | 99.3% | 74.9%+24.4pp | 79.8%+19.5pp | 69.9%+29.5pp |
| Annual return | 7.01% | -1.18%+8.2pp | 314.74%-307.7pp | -9.96%+17.0pp |
| Employer contribution / active EE | $3,000 | $2,047+46.5% | $3,826-21.6% | $2,111+42.1% |
| Participant deferral / active EE | $1,732 | $3,381-48.8% | $4,672-62.9% | $3,350-48.3% |
| Admin fee / account holder | $13 | $698-98.1% | $8,547-99.8% | $521-97.5% |