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 9-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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,265 |
VALMARK ADVISERS INC2 years Filed as: VALMARK ADVISERS Service code 27 · EIN 31-1509466 | Advisory (Plan) | $17,198 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,604 | $82,978-7.7% | $129,995-41.1% | $71,457+7.2% |
| Participation rate | 98.5% | 74.1%+24.5pp | 78.5%+20.0pp | 67.9%+30.6pp |
| Annual return | 12.77% | 20.60%-7.8pp | -137.18%+149.9pp | 28.85%-16.1pp |
| Employer contribution / active EE | $1,972 | $2,622-24.8% | $4,320-54.3% | $2,588-23.8% |
| Participant deferral / active EE | $5,437 | $4,432+22.7% | $5,820-6.6% | $4,289+26.8% |
| Admin fee / account holder | $223 | $1,729-87.1% | $10,614-97.9% | $1,587-85.9% |