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 | $109,229 |
GENOVESE BURFORD & BROTHERS5 years Service code 27 · EIN 68-0207610 | Advisory (Plan) | $52,217 |
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 | $68,904 | $56,152+22.7% | $185,823-62.9% | $73,409-6.1% |
| Participation rate | 96.6% | 67.6%+29.1pp | 78.0%+18.6pp | 72.2%+24.5pp |
| Annual return | 16.32% | 17.59%-1.3pp | 35.95%-19.6pp | 59.29%-43.0pp |
| Employer contribution / active EE | $2,160 | $1,532+41.0% | $4,087-47.2% | $2,234-3.3% |
| Participant deferral / active EE | $5,001 | $3,659+36.7% | $5,632-11.2% | $3,805+31.4% |
| Admin fee / account holder | $284 | $132+114.9% | $9,500-97.0% | $158+79.7% |