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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $102,119 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $6,759 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,466 | $73,404+38.2% | $87,100+16.5% | $67,579+50.1% |
| Participation rate | 99.5% | 80.9%+18.6pp | 76.9%+22.6pp | 71.3%+28.2pp |
| Annual return | 19.43% | 48.29%-28.9pp | 28.19%-8.8pp | 378.56%-359.1pp |
| Employer contribution / active EE | $1,806 | $2,014-10.3% | $2,521-28.4% | $2,148-15.9% |
| Participant deferral / active EE | $5,772 | $3,913+47.5% | $4,049+42.6% | $3,539+63.1% |
| Admin fee / account holder | $127 | $142-10.1% | $7,497-98.3% | $142-10.5% |