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 | $35,114 |
MORGAN STANLEY SMITH BARNEY2 years Service code 16 · EIN 26-4310632 | Consulting | $19,009 |
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 | $163,073 | $63,299+157.6% | $91,001+79.2% | $62,292+161.8% |
| Participation rate | 98.4% | 73.3%+25.1pp | 75.6%+22.8pp | 69.5%+28.9pp |
| Annual return | 15.32% | 20.99%-5.7pp | 4.60%+10.7pp | 28.90%-13.6pp |
| Employer contribution / active EE | $5,523 | $1,807+205.7% | $2,456+124.9% | $2,042+170.5% |
| Participant deferral / active EE | $6,680 | $2,943+127.0% | $3,547+88.3% | $3,169+110.8% |
| Admin fee / account holder | $207 | $468-55.8% | $5,417-96.2% | $479-56.9% |