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.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,352 |
BKD, LLP1+ years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 | Accounting | $11,500 |
DIXTON HUGHES GOODMAN LL1+ years Service code 10 · EIN 05-6074798 | Accounting | $10,550 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,598 | $50,956-40.0% | $96,562-68.3% | $86,799-64.7% |
| Participation rate | 79.4% | 65.2%+14.2pp | 69.8%+9.6pp | 72.3%+7.2pp |
| Annual return | -4.12% | 21.27%-25.4pp | 37.78%-41.9pp | 97.91%-102.0pp |
| Employer contribution / active EE | $0 | $1,111-100.0% | $2,356-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $4,249 | $2,954+43.8% | $3,849+10.4% | $4,131+2.9% |
| Admin fee / account holder | $64 | $166-61.5% | $6,181-99.0% | $170-62.3% |