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 | $3,854 |
NBC SECURITIES INC2+ years Service code 49 · EIN 63-0923499 | Other Services | $1,836 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $34,949 | $60,165-41.9% | $74,183-52.9% | $55,167-36.6% |
| Participation rate | 78.3% | 74.2%+4.1pp | 76.6%+1.7pp | 69.0%+9.3pp |
| Annual return | 5.08% | 10.00%-4.9pp | 17.74%-12.7pp | 169.23%-164.1pp |
| Employer contribution / active EE | $598 | $1,600-62.6% | $2,370-74.8% | $1,963-69.5% |
| Participant deferral / active EE | $2,210 | $2,973-25.6% | $3,550-37.7% | $3,054-27.6% |
| Admin fee / account holder | $22 | $419-94.7% | $5,586-99.6% | $504-95.6% |