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 9-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $150,356 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $99,993 |
SIMON LEVER LLC1 year Filed as: SIMON LEVER LLP Service code 10 · EIN 23-1692578 | Accounting | $17,600 |
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 | $68,948 | $134,045-48.6% | $80,019-13.8% | $75,289-8.4% |
| Participation rate | 93.0% | 85.8%+7.3pp | 75.8%+17.2pp | 72.4%+20.6pp |
| Annual return | -2.91% | -0.56%-2.4pp | 11.22%-14.1pp | -0.04%-2.9pp |
| Employer contribution / active EE | $3,389 | $3,492-3.0% | $2,468+37.3% | $2,405+40.9% |
| Participant deferral / active EE | $4,501 | $4,976-9.5% | $3,686+22.1% | $3,739+20.4% |
| Admin fee / account holder | $221 | $124+78.6% | $6,521-96.6% | $102+116.2% |