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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,816 |
TRIAD ADVISORS INC3 years Service code 49 · EIN 65-0173164 | Other Services | $19,612 |
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 | $27,539 | $52,293-47.3% | $178,490-84.6% | $73,409-62.5% |
| Participation rate | 88.7% | 65.3%+23.4pp | 81.9%+6.8pp | 72.2%+16.6pp |
| Annual return | 15.90% | 34.75%-18.8pp | 151.07%-135.2pp | 59.29%-43.4pp |
| Employer contribution / active EE | $1,373 | $1,735-20.9% | $5,011-72.6% | $2,234-38.5% |
| Participant deferral / active EE | $2,247 | $2,332-3.6% | $5,202-56.8% | $3,805-40.9% |
| Admin fee / account holder | $68 | $127-47.0% | $13,984-99.5% | $158-57.2% |