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 |
|---|---|---|
FEDERATED9 years Filed as: FEDERATED SECURITIES INC. Service code 49 · EIN 22-1901152 | Other Services | $65,536 |
EISNERAMPER LLP1 year Filed as: EISNER ADVISORY GROUP LLC Service code 49 · EIN 87-1353108 | Other Services | $13,785 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,709 |
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 | $76,287 | $50,815+50.1% | $155,509-50.9% | $77,643-1.7% |
| Participation rate | 74.4% | 63.1%+11.3pp | 78.2%-3.8pp | 70.6%+3.9pp |
| Annual return | 12.58% | 34.80%-22.2pp | 64.67%-52.1pp | 31.24%-18.7pp |
| Employer contribution / active EE | $483 | $1,993-75.8% | $4,672-89.7% | $2,726-82.3% |
| Participant deferral / active EE | $4,159 | $2,822+47.4% | $5,626-26.1% | $4,647-10.5% |
| Admin fee / account holder | $9 | $437-98.0% | $15,912-99.9% | $430-98.0% |