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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,865 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $8,726 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,482 | $42,396-80.0% | $67,313-87.4% | $56,287-84.9% |
| Participation rate | 90.4% | 61.0%+29.5pp | 69.1%+21.4pp | 69.9%+20.6pp |
| Annual return | -10.39% | -36.63%+26.2pp | -4.08%-6.3pp | -9.96%-0.4pp |
| Employer contribution / active EE | $829 | $1,414-41.3% | $2,566-67.7% | $2,111-60.7% |
| Participant deferral / active EE | $2,370 | $2,360+0.5% | $3,568-33.6% | $3,350-29.2% |
| Admin fee / account holder | $166 | $510-67.4% | $4,507-96.3% | $521-68.1% |