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 7-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,863 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $25,790 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $50,225 | $77,660-35.3% | $109,143-54.0% | $79,386-36.7% |
| Participation rate | 85.7% | 67.8%+17.9pp | 75.9%+9.8pp | 70.7%+15.0pp |
| Annual return | 20.41% | 23.44%-3.0pp | 25.75%-5.3pp | 116.85%-96.4pp |
| Employer contribution / active EE | $4,471 | $2,797+59.8% | $3,722+20.1% | $2,427+84.2% |
| Participant deferral / active EE | $4,527 | $3,518+28.7% | $4,653-2.7% | $4,046+11.9% |
| Admin fee / account holder | $361 | $732-50.7% | $6,752-94.7% | $626-42.4% |