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 | $40,272 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 04-3820844 | Advisory (Plan) | $30,492 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,872 | $61,156+12.6% | $185,823-62.9% | $79,386-13.2% |
| Participation rate | 95.5% | 66.6%+28.9pp | 81.7%+13.8pp | 70.7%+24.8pp |
| Annual return | 13.16% | 19.45%-6.3pp | 122.05%-108.9pp | 116.85%-103.7pp |
| Employer contribution / active EE | $2,518 | $2,321+8.5% | $5,167-51.3% | $2,427+3.7% |
| Participant deferral / active EE | $4,558 | $2,789+63.5% | $5,568-18.1% | $4,046+12.7% |
| Admin fee / account holder | $281 | $710-60.4% | $16,237-98.3% | $626-55.2% |