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 |
|---|---|---|
TRIAD ADVISORS INC1 year Service code 49 · EIN 65-0173164 | Other Services | $47,230 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,440 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,805 | $44,873+180.4% | $79,464+58.3% | $56,287+123.5% |
| Participation rate | 98.0% | 68.7%+29.2pp | 73.3%+24.6pp | 69.9%+28.1pp |
| Annual return | -6.47% | 0.81%-7.3pp | 718.14%-724.6pp | -9.96%+3.5pp |
| Employer contribution / active EE | $8,296 | $2,140+287.7% | $2,800+196.2% | $2,111+293.0% |
| Participant deferral / active EE | $6,667 | $2,746+142.8% | $3,704+80.0% | $3,350+99.0% |
| Admin fee / account holder | $14 | $418-96.7% | $5,113-99.7% | $521-97.3% |