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 7-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 | $34,578 |
WEALTHPLAN ADVISORS LLC3+ years Service code 27 · EIN 47-2622892 | Advisory (Plan) | $33,395 |
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 | $87,450 | $80,753+8.3% | $136,294-35.8% | $62,292+40.4% |
| Participation rate | 74.9% | 73.5%+1.3pp | 81.9%-7.1pp | 69.5%+5.3pp |
| Annual return | 19.10% | 35.83%-16.7pp | 5155.94%-5136.8pp | 28.90%-9.8pp |
| Employer contribution / active EE | $808 | $2,884-72.0% | $4,695-82.8% | $2,042-60.4% |
| Participant deferral / active EE | $3,217 | $5,164-37.7% | $6,247-48.5% | $3,169+1.5% |
| Admin fee / account holder | $220 | $525-58.1% | $9,243-97.6% | $479-54.1% |