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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,989 |
SAGEPOINT FINANCIAL INC3 years Filed as: SAGEPOINT FINANCIAL Service code 27 · EIN 20-1741754 | Advisory (Plan) | $16,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $123,447 | $93,182+32.5% | $146,665-15.8% | $79,386+55.5% |
| Participation rate | 97.5% | 76.4%+21.0pp | 80.1%+17.4pp | 70.7%+26.8pp |
| Annual return | 11.58% | 21.61%-10.0pp | 22.74%-11.2pp | 116.85%-105.3pp |
| Employer contribution / active EE | $20 | $2,420-99.2% | $4,136-99.5% | $2,427-99.2% |
| Participant deferral / active EE | $7,040 | $4,169+68.9% | $5,506+27.9% | $4,046+74.0% |
| Admin fee / account holder | $443 | $585-24.3% | $10,280-95.7% | $626-29.3% |