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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $75,469 |
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA ADVISORS NETWORKS INSURANCE Service code 49 | Other Services | $39,017 |
AGGREGATE RETIREMENT SERVICES1+ years Service code 13 · EIN 47-1910719 | Contract Administrator | $16,297 |
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA ADVISOR NETWORKS INSURANCE S Service code 49 · EIN 33-0232417 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,250 | $21,965-67.0% | $59,496-87.8% | $59,188-87.8% |
| Participation rate | 96.0% | 32.6%+63.4pp | 54.6%+41.4pp | 69.4%+26.5pp |
| Annual return | 0.00% | 22.15%-22.1pp | 182.05%-182.0pp | 5.51%-5.5pp |
| Employer contribution / active EE | $0 | $316-100.0% | $1,153-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $661 | $732-9.7% | $1,829-63.9% | $3,265-79.8% |
| Admin fee / account holder | $54 | $74-27.5% | $2,232-97.6% | $92-41.5% |