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 4-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 |
|---|---|---|
FISHER INVESTMENTS2+ years Filed as: FISHER INVESTMENTS, INC. Service code 10 · EIN 20-2480800 | Accounting | $52,905 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,983 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,937 | $46,292-56.9% | $143,757-86.1% | $64,808-69.2% |
| Participation rate | 93.6% | 64.2%+29.4pp | 80.3%+13.3pp | 71.5%+22.2pp |
| Annual return | -14.93% | -10.05%-4.9pp | -0.04%-14.9pp | 32.82%-47.7pp |
| Employer contribution / active EE | $476 | $1,910-75.1% | $4,951-90.4% | $2,506-81.0% |
| Participant deferral / active EE | $3,669 | $2,646+38.7% | $5,637-34.9% | $4,310-14.9% |
| Admin fee / account holder | $307 | $154+99.7% | $14,673-97.9% | $188+63.5% |