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 | $16,412 |
Service code 49 · EIN 74-2794194 | Other Services | $16,312 |
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 | $27,815 | $63,156-56.0% | $122,332-77.3% | $62,292-55.3% |
| Participation rate | 93.6% | 60.0%+33.6pp | 71.6%+22.0pp | 69.5%+24.1pp |
| Annual return | 34.08% | 20.61%+13.5pp | 30.27%+3.8pp | 28.90%+5.2pp |
| Employer contribution / active EE | $1,569 | $1,385+13.3% | $4,050-61.3% | $2,042-23.2% |
| Participant deferral / active EE | $1,820 | $2,321-21.6% | $3,287-44.6% | $3,169-42.6% |
| Admin fee / account holder | $86 | $440-80.5% | $5,478-98.4% | $479-82.1% |