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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $222,132 |
BDO USA, LLP1 year Filed as: BDO USA P.C Service code 10 · EIN 13-5381590 | Accounting | $56,694 |
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 | $260,499 | $107,459+142.4% | $135,903+91.7% | $80,160+225.0% |
| Participation rate | 99.4% | 78.0%+21.3pp | 81.9%+17.5pp | 72.9%+26.5pp |
| Annual return | -5.23% | 91.91%-97.1pp | 68.23%-73.5pp | 40.38%-45.6pp |
| Employer contribution / active EE | $3,418 | $3,877-11.8% | $4,856-29.6% | $2,978+14.8% |
| Participant deferral / active EE | $16,110 | $8,195+96.6% | $7,758+107.7% | $5,017+221.1% |
| Admin fee / account holder | $105 | $127-17.3% | $10,762-99.0% | $145-27.6% |