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 INC6 years Service code 13 · EIN 11-1165760 | Contract Administrator | $12,330 |
Filed as: FIDUCIARY PLAN PARTNERS LLC Service code 27 · EIN 81-2872393 | Advisory (Plan) | $6,639 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,011 |
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 | $107,960 | $64,707+66.8% | $112,228-3.8% | $68,494+57.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -15.78% | -11.40%-4.4pp | 27.45%-43.2pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,745 | $2,746-36.5% | $3,635-52.0% | $2,596-32.8% |
| Participant deferral / active EE | $10,180 | $3,565+185.6% | $4,728+115.3% | $4,027+152.8% |
| Admin fee / account holder | $48 | $5,232-99.1% | $6,410-99.2% | $5,403-99.1% |