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 |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $18,868 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,908 |
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 | $26,227 | $44,221-40.7% | $121,196-78.4% | $56,287-53.4% |
| Participation rate | 85.6% | 61.1%+24.6pp | 71.7%+13.9pp | 69.9%+15.8pp |
| Annual return | -7.42% | -3.58%-3.8pp | 16.93%-24.4pp | -9.96%+2.5pp |
| Employer contribution / active EE | $1,385 | $1,480-6.4% | $4,022-65.6% | $2,111-34.4% |
| Participant deferral / active EE | $1,779 | $2,521-29.4% | $3,344-46.8% | $3,350-46.9% |
| Admin fee / account holder | $64 | $480-86.7% | $5,019-98.7% | $521-87.7% |