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 | $17,396 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $8,375 |
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 | $60,886 | $196,842-69.1% | $81,930-25.7% | - |
| Participation rate | 76.8% | 71.6%+5.2pp | 72.0%+4.8pp | - |
| Annual return | 10.90% | 11.43%-0.5pp | 29.49%-18.6pp | - |
| Employer contribution / active EE | $1,939 | $2,386-18.7% | $4,310-55.0% | - |
| Participant deferral / active EE | $4,156 | $3,828+8.5% | $7,107-41.5% | - |
| Admin fee / account holder | $183 | $15,940-98.9% | $5,158-96.4% | - |