See peer percentile detail. $4.99 for your first month.
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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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $93,605 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $30,911 |
DOEREN MAYHEW1 year Filed as: DOEREN MAYHEW ASSURANCE Service code 10 · EIN 38-2492570 | Accounting | $10,000 |
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 | $92,571 | $108,719-14.9% | $101,326-8.6% | $85,563+8.2% |
| Participation rate | 80.5% | 80.9%-0.4pp | 81.5%-1.0pp | 66.0%+14.5pp |
| Annual return | 24.42% | 20.95%+3.5pp | 36.82%-12.4pp | 31.51%-7.1pp |
| Employer contribution / active EE | $3,016 | $3,114-3.1% | $3,665-17.7% | $2,654+13.7% |
| Participant deferral / active EE | $10,077 | $8,545+17.9% | $7,994+26.1% | $4,375+130.3% |
| Admin fee / account holder | $221 | $685-67.7% | $11,185-98.0% | $834-73.5% |