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 |
|---|---|---|
PAR PLUMBING CO INC5 years Service code 13 · EIN 11-1165760 | Contract Administrator | $14,315 |
GATEWAY ADVISORY, LLC5 years Filed as: GATEWAY ADVISORY Service code 27 · EIN 27-1678306 | Advisory (Plan) | $10,000 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,071 |
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 | $121,613 | $77,660+56.6% | $109,143+11.4% | $79,386+53.2% |
| Participation rate | 95.5% | 67.8%+27.7pp | 75.9%+19.7pp | 70.7%+24.8pp |
| Annual return | 13.75% | 23.44%-9.7pp | 25.75%-12.0pp | 116.85%-103.1pp |
| Employer contribution / active EE | $1,529 | $2,797-45.4% | $3,722-58.9% | $2,427-37.0% |
| Participant deferral / active EE | $8,503 | $3,518+141.7% | $4,653+82.7% | $4,046+110.2% |
| Admin fee / account holder | $38 | $732-94.8% | $6,752-99.4% | $626-93.9% |