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 |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $94,459 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,035 |
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $9,000 |
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 | $72,711 | $85,135-14.6% | $98,907-26.5% | $73,409-1.0% |
| Participation rate | 72.6% | 81.1%-8.6pp | 76.0%-3.4pp | 72.2%+0.4pp |
| Annual return | 16.64% | 19.14%-2.5pp | 196.43%-179.8pp | 59.29%-42.7pp |
| Employer contribution / active EE | $1,544 | $2,721-43.3% | $2,689-42.6% | $2,234-30.9% |
| Participant deferral / active EE | $2,842 | $4,349-34.6% | $4,244-33.0% | $3,805-25.3% |
| Admin fee / account holder | $270 | $139+94.0% | $6,642-95.9% | $158+71.1% |