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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $78,745 |
CAMBRIDGE INVESTMENT RESEARCH9+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 49 · EIN 42-1445429 | Other Services | $42,946 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $230,917 | $76,670+201.2% | $96,683+138.8% | $71,457+223.2% |
| Participation rate | 75.6% | 66.6%+9.0pp | 74.3%+1.2pp | 67.9%+7.6pp |
| Annual return | 16.32% | 48.29%-32.0pp | 35.69%-19.4pp | 28.85%-12.5pp |
| Employer contribution / active EE | $4,470 | $3,031+47.4% | $3,737+19.6% | $2,588+72.7% |
| Participant deferral / active EE | $8,364 | $3,771+121.8% | $4,878+71.5% | $4,289+95.0% |
| Admin fee / account holder | $466 | $2,028-77.0% | $6,730-93.1% | $1,587-70.6% |