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 | $2,781 |
NFP RETIREMENT INC3+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $0 |
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 | $17,367 | $55,453-68.7% | $170,442-89.8% | $62,292-72.1% |
| Participation rate | 70.2% | 66.4%+3.9pp | 83.6%-13.4pp | 69.5%+0.7pp |
| Annual return | 15.77% | 21.38%-5.6pp | 205.93%-190.2pp | 28.90%-13.1pp |
| Employer contribution / active EE | $404 | $2,164-81.3% | $5,433-92.6% | $2,042-80.2% |
| Participant deferral / active EE | $1,826 | $2,303-20.7% | $4,939-63.0% | $3,169-42.4% |
| Admin fee / account holder | $21 | $455-95.4% | $13,880-99.8% | $479-95.6% |