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 | $17,116 |
WOODBURY FINANCIAL SERVICES1+ years Service code 49 · EIN 41-0944586 | Other Services | $13,545 |
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 | $28,941 | $75,183-61.5% | $123,892-76.6% | $55,167-47.5% |
| Participation rate | 90.7% | 72.8%+17.9pp | 81.4%+9.3pp | 69.0%+21.7pp |
| Annual return | 9.23% | 19.01%-9.8pp | 47.52%-38.3pp | 169.23%-160.0pp |
| Employer contribution / active EE | $1,059 | $2,823-62.5% | $4,617-77.1% | $1,963-46.0% |
| Participant deferral / active EE | $5,801 | $5,084+14.1% | $5,984-3.1% | $3,054+89.9% |
| Admin fee / account holder | $77 | $663-88.4% | $8,357-99.1% | $504-84.8% |