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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,253 |
NFP RETIREMENT INC2+ years Filed as: NFP INSURANCE SERVICES INC Service code 49 · EIN 74-2470431 | Other Services | $6,783 |
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 | $36,793 | $42,546-13.5% | $71,796-48.8% | $55,167-33.3% |
| Participation rate | 70.7% | 59.1%+11.6pp | 69.1%+1.6pp | 69.0%+1.8pp |
| Annual return | 7.09% | 12.36%-5.3pp | 78.04%-70.9pp | 169.23%-162.1pp |
| Employer contribution / active EE | $2,084 | $803+159.4% | $1,924+8.3% | $1,963+6.2% |
| Participant deferral / active EE | $2,727 | $2,064+32.1% | $2,794-2.4% | $3,054-10.7% |
| Admin fee / account holder | $179 | $650-72.4% | $4,815-96.3% | $504-64.4% |