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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,620 |
CETERA ADVISOR NETWORKS LLC3+ years Service code 49 · EIN 95-3845382 200 N SEPULVEDA BLVD · EL SEGUNDO, CA 90245 | Other Services | $12,861 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,412 | $55,453-70.4% | $170,442-90.4% | $62,292-73.7% |
| Participation rate | 90.4% | 66.4%+24.0pp | 83.6%+6.8pp | 69.5%+20.8pp |
| Annual return | 11.88% | 21.38%-9.5pp | 205.93%-194.0pp | 28.90%-17.0pp |
| Employer contribution / active EE | $850 | $2,164-60.7% | $5,433-84.3% | $2,042-58.4% |
| Participant deferral / active EE | $1,022 | $2,303-55.6% | $4,939-79.3% | $3,169-67.7% |
| Admin fee / account holder | $144 | $455-68.3% | $13,880-99.0% | $479-69.9% |