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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,986 |
SHIRAZI, MASOUD S.2+ years Service code 49 8205 W 20TH ST · GREELEY, CO 806344697 | Other Services | $17,104 |
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 | $19,946 | $36,916-46.0% | $156,549-87.3% | $57,658-65.4% |
| Participation rate | 80.3% | 63.4%+16.9pp | 84.0%-3.7pp | 70.2%+10.1pp |
| Annual return | 7.65% | 12.38%-4.7pp | 32.23%-24.6pp | 5.13%+2.5pp |
| Employer contribution / active EE | $652 | $1,571-58.5% | $5,501-88.1% | $1,974-67.0% |
| Participant deferral / active EE | $1,780 | $1,926-7.5% | $4,871-63.5% | $3,061-41.8% |
| Admin fee / account holder | $61 | $82-26.2% | $13,027-99.5% | $95-35.6% |