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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,431 |
NBC SECURITIES INC1+ years Service code 49 · EIN 63-0923499 | Other Services | $1,540 |
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 | $34,159 | $54,320-37.1% | $67,652-49.5% | $52,331-34.7% |
| Participation rate | 75.5% | 73.6%+1.9pp | 75.7%-0.1pp | 68.1%+7.4pp |
| Annual return | 7.67% | 6.81%+0.9pp | 6625.04%-6617.4pp | 4.54%+3.1pp |
| Employer contribution / active EE | $567 | $1,544-63.3% | $2,266-75.0% | $1,882-69.9% |
| Participant deferral / active EE | $2,046 | $2,950-30.6% | $3,560-42.5% | $3,022-32.3% |
| Admin fee / account holder | $21 | $527-96.0% | $4,821-99.6% | $592-96.4% |