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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $24,830 |
TRIAD ADVISORS INC2 years Service code 49 · EIN 65-0173164 | Other Services | $17,521 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $23,809 | $62,928-62.2% | $172,739-86.2% | $67,579-64.8% |
| Participation rate | 86.2% | 64.5%+21.7pp | 82.6%+3.5pp | 71.3%+14.9pp |
| Annual return | 22.77% | 30.36%-7.6pp | 802.84%-780.1pp | 378.56%-355.8pp |
| Employer contribution / active EE | $1,228 | $1,636-24.9% | $5,143-76.1% | $2,148-42.8% |
| Participant deferral / active EE | $2,000 | $2,145-6.8% | $5,198-61.5% | $3,539-43.5% |
| Admin fee / account holder | $66 | $167-60.2% | $13,954-99.5% | $142-53.3% |