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 3-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $122,659 |
GREEN RIDGE WEALTH PLANNING LLC3+ years Service code 27 · EIN 81-1222904 | Advisory (Plan) | $42,413 |
Filed as: ACTUARIAL RETIREMENT SERVICES Service code 13 · EIN 86-1297868 | Contract Administrator | $38,217 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,241 | $88,890-81.7% | $102,423-84.1% | $77,643-79.1% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 22.45% | 24.98%-2.5pp | 29.32%-6.9pp | 31.24%-8.8pp |
| Employer contribution / active EE | $2,883 | $2,698+6.9% | $3,023-4.6% | $2,726+5.8% |
| Participant deferral / active EE | $5,595 | $5,145+8.7% | $5,053+10.7% | $4,647+20.4% |
| Admin fee / account holder | $240 | $235+1.8% | $9,451-97.5% | $430-44.3% |