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 5-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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,692 |
GOLDLEAF PARTNERS1+ years Filed as: GOLDLEAF PARTNERS SERVICES INC Service code 13 · EIN 45-0514557 | Contract Administrator | $18,840 |
LOCKTON INVESTMENT ADVISORS, LLC1+ years Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $18,436 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $5,725 |
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 | $45,191 | $61,156-26.1% | $185,823-75.7% | $79,386-43.1% |
| Participation rate | 99.5% | 66.6%+32.9pp | 81.7%+17.8pp | 70.7%+28.8pp |
| Annual return | 0.00% | 19.45%-19.4pp | 122.05%-122.1pp | 116.85%-116.9pp |
| Employer contribution / active EE | $3,226 | $2,321+39.0% | $5,167-37.6% | $2,427+32.9% |
| Participant deferral / active EE | $7,038 | $2,789+152.4% | $5,568+26.4% | $4,046+74.0% |
| Admin fee / account holder | $183 | $710-74.1% | $16,237-98.9% | $626-70.7% |