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 | $57,617 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL, NICOLAUS AND COMPANY Service code 27 · EIN 43-0538770 | Advisory (Plan) | $26,719 |
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 | $37,486 | $70,908-47.1% | $98,907-62.1% | $73,488-49.0% |
| Participation rate | 92.7% | 73.8%+18.9pp | 76.0%+16.7pp | 70.7%+22.0pp |
| Annual return | 14.56% | 34.17%-19.6pp | 196.43%-181.9pp | 28.51%-14.0pp |
| Employer contribution / active EE | $775 | $2,036-61.9% | $2,689-71.2% | $2,270-65.8% |
| Participant deferral / active EE | $3,532 | $3,500+0.9% | $4,244-16.8% | $3,740-5.5% |
| Admin fee / account holder | $200 | $535-62.6% | $6,642-97.0% | $513-61.0% |