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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $97,716 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $38,877 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 | Accounting | $12,254 |
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 | $97,281 | $99,078-1.8% | $96,544+0.8% | $74,419+30.7% |
| Participation rate | 98.3% | 80.7%+17.7pp | 76.0%+22.4pp | 70.7%+27.6pp |
| Annual return | 19.49% | 22.48%-3.0pp | 25.84%-6.4pp | 34.38%-14.9pp |
| Employer contribution / active EE | $1,889 | $2,570-26.5% | $2,965-36.3% | $2,637-28.4% |
| Participant deferral / active EE | $7,648 | $4,933+55.0% | $4,851+57.7% | $4,528+68.9% |
| Admin fee / account holder | $202 | $225-9.9% | $8,252-97.5% | $348-41.8% |