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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,087 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $29,909 |
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 | $61,569 | $58,879+4.6% | $178,490-65.5% | $73,488-16.2% |
| Participation rate | 89.0% | 66.2%+22.8pp | 81.9%+7.1pp | 70.7%+18.4pp |
| Annual return | 14.12% | 24.86%-10.7pp | 151.07%-137.0pp | 28.51%-14.4pp |
| Employer contribution / active EE | $1,968 | $2,236-12.0% | $5,011-60.7% | $2,270-13.3% |
| Participant deferral / active EE | $3,651 | $2,567+42.2% | $5,202-29.8% | $3,740-2.4% |
| Admin fee / account holder | $264 | $400-34.0% | $13,984-98.1% | $513-48.5% |