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 52-2114207 | Other Services | $8,578 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,876 |
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 | $41,703 | $155,795-73.2% | $136,294-69.4% | $69,631-40.1% |
| Participation rate | 89.3% | 75.2%+14.0pp | 81.9%+7.4pp | 70.7%+18.6pp |
| Annual return | 26.97% | 232464.33%-232437.4pp | 5155.94%-5129.0pp | 27571.02%-27544.1pp |
| Employer contribution / active EE | $2,390 | $2,991-20.1% | $4,695-49.1% | $2,032+17.6% |
| Participant deferral / active EE | $4,295 | $5,394-20.4% | $6,247-31.3% | $3,224+33.2% |
| Admin fee / account holder | $12 | $128-90.4% | $9,243-99.9% | $110-88.8% |