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 6-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 | $186,217 |
Filed as: LOCKTON INVESTMENT ADV Service code 27 · EIN 20-8874282 | Advisory (Plan) | $106,647 |
HOLTZMAN PARTNERS, LLP1 year Service code 10 · EIN 74-3121060 | Accounting | $20,500 |
Filed as: JOHN HANCOCK RET PLAN Service code 27 · EIN 01-0233346 | Advisory (Plan) | $6,482 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $146,479 | $187,277-21.8% | $112,977+29.7% | $90,288+62.2% |
| Participation rate | 68.2% | 91.6%-23.4pp | 82.6%-14.4pp | 73.4%-5.2pp |
| Annual return | 15.51% | 26.33%-10.8pp | 24.24%-8.7pp | 53.97%-38.5pp |
| Employer contribution / active EE | $3,777 | $5,263-28.2% | $4,255-11.2% | $2,524+49.6% |
| Participant deferral / active EE | $6,513 | $8,833-26.3% | $5,836+11.6% | $4,232+53.9% |
| Admin fee / account holder | $186 | $102+82.8% | $6,294-97.1% | $114+62.8% |