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 5-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $157,713 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413433 | Accounting | $16,275 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 · EIN 30-1413443 | Accounting | $7,350 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,913 | $122,186+139.7% | $146,958+99.3% | $199,593+46.8% |
| Participation rate | 99.5% | 78.3%+21.2pp | 82.2%+17.3pp | 72.0%+27.5pp |
| Annual return | 7.38% | 30.56%-23.2pp | 418.34%-411.0pp | 34.25%-26.9pp |
| Employer contribution / active EE | $3,612 | $4,093-11.7% | $4,933-26.8% | $3,034+19.0% |
| Participant deferral / active EE | $17,462 | $8,502+105.4% | $8,070+116.4% | $5,087+243.3% |
| Admin fee / account holder | $73 | $179-59.1% | $12,998-99.4% | $269-72.8% |