See peer percentile detail. $4.99 for your first month.
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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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,794 |
IMA WEALTH INC1 year Filed as: IMA ADVISORY SERVICES, INC. Service code 27 · EIN 48-1233289 | Advisory (Plan) | $27,022 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $129,039 | $51,576+150.2% | $129,207-0.1% | $80,856+59.6% |
| Participation rate | 73.8% | 57.0%+16.8pp | 69.6%+4.2pp | 67.6%+6.1pp |
| Annual return | 12.37% | 20.81%-8.4pp | 9417.33%-9405.0pp | 35.59%-23.2pp |
| Employer contribution / active EE | $5,317 | $1,584+235.7% | $4,153+28.0% | $2,755+93.0% |
| Participant deferral / active EE | $7,833 | $2,669+193.5% | $4,168+87.9% | $4,296+82.3% |
| Admin fee / account holder | $499 | $4,305-88.4% | $7,715-93.5% | $6,918-92.8% |