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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,862 |
SAGEPOINT FINANCIAL INC4 years Filed as: SAGEPOINT FINANCIAL Service code 27 · EIN 20-1741754 | Advisory (Plan) | $16,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,180 | $86,655+20.2% | $119,609-12.9% | $66,914+55.7% |
| Participation rate | 95.7% | 75.6%+20.2pp | 79.3%+16.5pp | 69.8%+25.9pp |
| Annual return | -15.24% | -8.00%-7.2pp | -14.97%-0.3pp | 1.58%-16.8pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $7,699 | $4,358+76.7% | $5,602+37.4% | $4,237+81.7% |
| Admin fee / account holder | $299 | $755-60.4% | $10,323-97.1% | $593-49.6% |