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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $361,230 |
BLAKE & UHLIG, P.A.10+ years Filed as: BLAKE & UHLIG Service code 29 · EIN 48-0918231 | Legal | $105,149 |
Service code 13 · EIN 83-2454243 | Contract Administrator | $88,000 |
FIDUCIENT ADVISORS LLC5 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $52,908 |
DEBOER & ASSOCIATES, PC10+ years Service code 10 · EIN 47-0836395 | Accounting | $52,433 |
COMPUSYS OF UTAH, INC.10+ years Service code 13 · EIN 84-0869853 | Contract Administrator | $7,309 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $144,768 | $103,641+39.7% | $107,525+34.6% | $102,872+40.7% |
| Participation rate | 84.3% | 79.4%+4.9pp | 75.1%+9.2pp | 73.0%+11.3pp |
| Annual return | 8.94% | 13.08%-4.1pp | 181.32%-172.4pp | 19.06%-10.1pp |
| Employer contribution / active EE | $5,771 | $5,096+13.2% | $3,754+53.7% | $3,526+63.7% |
| Participant deferral / active EE | $557 | $3,789-85.3% | $5,116-89.1% | $5,535-89.9% |
| Admin fee / account holder | $242 | $276-12.2% | $8,919-97.3% | $292-17.0% |