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 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $29,672 |
CETERA ADVISOR NETWORKS LLC2+ years Service code 49 · EIN 95-3845382 200 N SEULVEDA BLVD · EL SEGUNDO, CA 90245 | Other Services | $0 |
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 | $14,167 | $43,423-67.4% | $78,689-82.0% | $55,167-74.3% |
| Participation rate | 90.4% | 68.0%+22.3pp | 73.6%+16.8pp | 69.0%+21.4pp |
| Annual return | 3.84% | 11.53%-7.7pp | 62.18%-58.3pp | 169.23%-165.4pp |
| Employer contribution / active EE | $783 | $1,997-60.8% | $2,851-72.5% | $1,963-60.1% |
| Participant deferral / active EE | $913 | $2,509-63.6% | $3,517-74.0% | $3,054-70.1% |
| Admin fee / account holder | $134 | $416-67.7% | $4,510-97.0% | $504-73.3% |