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 |
|---|---|---|
FEDERATED8 years Filed as: FEDERATED SECURITIES INC. Service code 49 · EIN 22-1901152 | Other Services | $51,661 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,683 |
EISNERAMPER LLP5 years Service code 49 · EIN 13-1639826 | Other Services | $10,384 |
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 | $96,114 | $47,126+104.0% | $149,673-35.8% | $74,419+29.2% |
| Participation rate | 72.8% | 63.4%+9.4pp | 78.8%-5.9pp | 70.7%+2.1pp |
| Annual return | 16.20% | 22.75%-6.6pp | 134.42%-118.2pp | 34.38%-18.2pp |
| Employer contribution / active EE | $628 | $1,905-67.0% | $4,818-87.0% | $2,637-76.2% |
| Participant deferral / active EE | $5,456 | $2,728+100.0% | $5,680-4.0% | $4,528+20.5% |
| Admin fee / account holder | $51 | $343-85.0% | $13,210-99.6% | $348-85.2% |