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 13 · EIN 42-0127290 | Contract Administrator | $42,189 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $13,495 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $66,987 | $81,474-17.8% | $133,956-50.0% | $73,488-8.8% |
| Participation rate | 95.7% | 76.4%+19.3pp | 79.8%+15.8pp | 70.7%+25.0pp |
| Annual return | 13.94% | 19.40%-5.5pp | 45.09%-31.2pp | 28.51%-14.6pp |
| Employer contribution / active EE | $4,886 | $2,209+121.1% | $3,919+24.7% | $2,270+115.2% |
| Participant deferral / active EE | $5,511 | $3,786+45.6% | $5,048+9.2% | $3,740+47.4% |
| Admin fee / account holder | $227 | $713-68.2% | $8,927-97.5% | $513-55.8% |