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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 15 · EIN 42-1520346 711 HIGH STREET · DES MOINES, IA 50392 | Recordkeeping | $18,463 |
PAYCHEX, INC.4 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $13,567 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,317 | $82,664-29.5% | $125,339-53.5% | $68,494-14.9% |
| Participation rate | 87.2% | 75.0%+12.2pp | 82.4%+4.8pp | 67.9%+19.3pp |
| Annual return | -17.44% | -5.97%-11.5pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,188 | $3,381-35.3% | $4,814-54.5% | $2,596-15.7% |
| Participant deferral / active EE | $6,696 | $6,110+9.6% | $7,446-10.1% | $4,027+66.3% |
| Admin fee / account holder | $316 | $6,275-95.0% | $10,010-96.8% | $5,403-94.2% |