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 INC7 years Service code 13 · EIN 11-1165760 | Contract Administrator | $15,959 |
FIDUCIARY PLAN PARTNERS, LLC2 years Filed as: FIDUCIARY PLAN PARTNERS LLC Service code 27 · EIN 81-2872393 | Advisory (Plan) | $10,000 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,936 |
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 | $124,795 | $76,670+62.8% | $96,683+29.1% | $71,457+74.6% |
| Participation rate | 88.8% | 66.6%+22.2pp | 74.3%+14.4pp | 67.9%+20.9pp |
| Annual return | 16.68% | 48.29%-31.6pp | 35.69%-19.0pp | 28.85%-12.2pp |
| Employer contribution / active EE | $1,585 | $3,031-47.7% | $3,737-57.6% | $2,588-38.7% |
| Participant deferral / active EE | $8,779 | $3,771+132.8% | $4,878+80.0% | $4,289+104.7% |
| Admin fee / account holder | $37 | $2,028-98.2% | $6,730-99.5% | $1,587-97.7% |