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 | $171,503 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $30,000 |
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 | $87,538 | $110,699-20.9% | $177,821-50.8% | $90,288-3.0% |
| Participation rate | 99.7% | 88.3%+11.4pp | 87.7%+12.0pp | 73.4%+26.4pp |
| Annual return | 17.36% | 22.79%-5.4pp | 48.32%-31.0pp | 53.97%-36.6pp |
| Employer contribution / active EE | $6,081 | $4,118+47.6% | $5,918+2.7% | $2,524+140.9% |
| Participant deferral / active EE | $5,838 | $6,731-13.3% | $7,714-24.3% | $4,232+37.9% |
| Admin fee / account holder | $145 | $90+60.7% | $12,427-98.8% | $114+26.8% |