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 4-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $223,956 |
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $45,000 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $18,959 |
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 | $97,996 | $92,971+5.4% | $96,683+1.4% | $74,419+31.7% |
| Participation rate | 98.3% | 71.5%+26.7pp | 74.3%+23.9pp | 70.7%+27.6pp |
| Annual return | 24.32% | 37.49%-13.2pp | 35.69%-11.4pp | 34.38%-10.1pp |
| Employer contribution / active EE | $6,664 | $3,426+94.5% | $3,737+78.3% | $2,637+152.7% |
| Participant deferral / active EE | $8,022 | $3,970+102.1% | $4,878+64.4% | $4,528+77.2% |
| Admin fee / account holder | $216 | $633-65.8% | $6,730-96.8% | $348-37.9% |