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 | $54,772 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $18,546 |
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 | $67,177 | $93,182-27.9% | $146,665-54.2% | $79,386-15.4% |
| Participation rate | 99.4% | 76.4%+23.0pp | 80.1%+19.3pp | 70.7%+28.7pp |
| Annual return | 13.85% | 21.61%-7.8pp | 22.74%-8.9pp | 116.85%-103.0pp |
| Employer contribution / active EE | $3,169 | $2,420+31.0% | $4,136-23.4% | $2,427+30.6% |
| Participant deferral / active EE | $7,279 | $4,169+74.6% | $5,506+32.2% | $4,046+79.9% |
| Admin fee / account holder | $250 | $585-57.2% | $10,280-97.6% | $626-60.1% |