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 |
|---|---|---|
FEDERATED7 years Filed as: FEDERATED SECURITIES INC. Service code 49 · EIN 22-1901152 | Other Services | $50,226 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $17,065 |
EISNERAMPER LLP4 years Service code 49 · EIN 13-1639826 | Other Services | $9,805 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,068 | $46,292+230.7% | $143,757+6.5% | $64,808+136.2% |
| Participation rate | 38.0% | 64.2%-26.3pp | 80.3%-42.3pp | 71.5%-33.5pp |
| Annual return | -15.32% | -10.05%-5.3pp | -0.04%-15.3pp | 32.82%-48.1pp |
| Employer contribution / active EE | $642 | $1,910-66.4% | $4,951-87.0% | $2,506-74.4% |
| Participant deferral / active EE | $4,948 | $2,646+87.0% | $5,637-12.2% | $4,310+14.8% |
| Admin fee / account holder | $91 | $154-40.7% | $14,673-99.4% | $188-51.4% |