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 |
|---|---|---|
FEDERATED6 years Filed as: FEDERATED SECURITIES INC. Service code 49 · EIN 22-1901152 | Other Services | $46,888 |
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,976 |
EISNERAMPER LLP3 years Service code 49 · EIN 13-1639826 | Other Services | $9,648 |
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 | $110,596 | $56,485+95.8% | $185,823-40.5% | $86,799+27.4% |
| Participation rate | 84.7% | 65.5%+19.2pp | 81.7%+3.0pp | 72.3%+12.4pp |
| Annual return | 17.05% | 118.04%-101.0pp | 122.05%-105.0pp | 97.91%-80.9pp |
| Employer contribution / active EE | $597 | $1,843-67.6% | $5,167-88.5% | $2,405-75.2% |
| Participant deferral / active EE | $4,723 | $2,553+85.0% | $5,568-15.2% | $4,131+14.3% |
| Admin fee / account holder | $58 | $150-61.5% | $16,237-99.6% | $170-66.1% |