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 10-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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $25,361 |
PARK AVENUE SECURITIES LLC6+ years Service code 49 · EIN 13-4023176 | Other Services | $5,231 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,854 | $66,124-17.0% | $90,404-39.3% | $73,488-25.4% |
| Participation rate | 87.3% | 69.7%+17.7pp | 72.7%+14.7pp | 70.7%+16.7pp |
| Annual return | 17.63% | 17.65%0pp | 1293.02%-1275.4pp | 28.51%-10.9pp |
| Employer contribution / active EE | $992 | $2,346-57.7% | $3,262-69.6% | $2,270-56.3% |
| Participant deferral / active EE | $3,290 | $3,039+8.3% | $3,963-17.0% | $3,740-12.0% |
| Admin fee / account holder | $144 | $396-63.6% | $5,611-97.4% | $513-71.9% |