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 | $24,474 |
WOODBURY FINANCIAL SERVICES2+ years Service code 49 · EIN 41-0944586 | Other Services | $16,658 |
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 | $44,462 | $80,753-44.9% | $136,294-67.4% | $62,292-28.6% |
| Participation rate | 86.9% | 73.5%+13.3pp | 81.9%+4.9pp | 69.5%+17.3pp |
| Annual return | 19.19% | 35.83%-16.6pp | 5155.94%-5136.7pp | 28.90%-9.7pp |
| Employer contribution / active EE | $1,269 | $2,884-56.0% | $4,695-73.0% | $2,042-37.9% |
| Participant deferral / active EE | $6,815 | $5,164+32.0% | $6,247+9.1% | $3,169+115.1% |
| Admin fee / account holder | $123 | $525-76.6% | $9,243-98.7% | $479-74.3% |