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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $195,737 |
BDO USA, LLP2+ years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $6,113 |
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 | $306,141 | $120,450+154.2% | $159,436+92.0% | $93,030+229.1% |
| Participation rate | 98.5% | 78.0%+20.5pp | 82.8%+15.6pp | 73.9%+24.6pp |
| Annual return | 370.34% | 27.11%+343.2pp | 263.57%+106.8pp | 158.70%+211.6pp |
| Employer contribution / active EE | $2,689 | $3,526-23.7% | $4,829-44.3% | $2,706-0.6% |
| Participant deferral / active EE | $12,019 | $7,283+65.0% | $7,352+63.5% | $4,562+163.4% |
| Admin fee / account holder | $96 | $137-30.0% | $10,799-99.1% | $152-36.9% |