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 3-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $127,274 |
VENTURE VISIONARY PARTNERS LLC1+ years Service code 27 · EIN 83-4717882 | Advisory (Plan) | $48,286 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,872 | $95,274-56.1% | $135,903-69.2% | $74,419-43.7% |
| Participation rate | 80.8% | 78.2%+2.6pp | 81.9%-1.1pp | 70.7%+10.1pp |
| Annual return | 17.02% | 32.77%-15.8pp | 68.23%-51.2pp | 34.38%-17.4pp |
| Employer contribution / active EE | $2,022 | $3,874-47.8% | $4,856-58.4% | $2,637-23.3% |
| Participant deferral / active EE | $3,545 | $7,782-54.4% | $7,758-54.3% | $4,528-21.7% |
| Admin fee / account holder | $234 | $266-12.2% | $10,762-97.8% | $348-32.9% |