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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,925 |
SAGEPOINT FINANCIAL INC5 years Filed as: SAGEPOINT FINANCIAL Service code 27 · EIN 20-1741754 | Advisory (Plan) | $14,696 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $121,255 | $82,978+46.1% | $129,995-6.7% | $71,457+69.7% |
| Participation rate | 90.0% | 74.1%+15.9pp | 78.5%+11.5pp | 67.9%+22.1pp |
| Annual return | 17.70% | 20.60%-2.9pp | -137.18%+154.9pp | 28.85%-11.1pp |
| Employer contribution / active EE | $1,329 | $2,622-49.3% | $4,320-69.2% | $2,588-48.6% |
| Participant deferral / active EE | $7,591 | $4,432+71.3% | $5,820+30.4% | $4,289+77.0% |
| Admin fee / account holder | $320 | $1,729-81.5% | $10,614-97.0% | $1,587-79.8% |