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 | $75,904 |
VALMARK ADVISERS INC6+ years Filed as: VALMARK ADVISERS Service code 27 · EIN 31-1509466 | Advisory (Plan) | $35,732 |
BERRY DUNN2 years Filed as: BERRY DUNN MCNEIL & PARKER, LLC Service code 10 · EIN 01-0523282 | Accounting | $8,933 |
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 | $52,353 | $52,293+0.1% | $178,490-70.7% | $73,409-28.7% |
| Participation rate | 94.2% | 65.3%+28.8pp | 81.9%+12.3pp | 72.2%+22.0pp |
| Annual return | 15.65% | 34.75%-19.1pp | 151.07%-135.4pp | 59.29%-43.6pp |
| Employer contribution / active EE | $1,659 | $1,735-4.4% | $5,011-66.9% | $2,234-25.7% |
| Participant deferral / active EE | $3,492 | $2,332+49.7% | $5,202-32.9% | $3,805-8.2% |
| Admin fee / account holder | $141 | $127+10.4% | $13,984-99.0% | $158-11.0% |