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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $59,132 |
THE LEADERS GROUP INC5+ years Service code 49 · EIN 84-1275292 | Other Services | $7,678 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,500 | $65,376-44.2% | $87,100-58.1% | $65,185-44.0% |
| Participation rate | 91.4% | 75.3%+16.1pp | 76.9%+14.6pp | 70.2%+21.2pp |
| Annual return | 17.44% | 31.27%-13.8pp | 28.19%-10.8pp | 29.38%-11.9pp |
| Employer contribution / active EE | $933 | $1,822-48.8% | $2,521-63.0% | $2,177-57.2% |
| Participant deferral / active EE | $4,078 | $3,388+20.4% | $4,049+0.7% | $3,514+16.1% |
| Admin fee / account holder | $302 | $520-42.0% | $7,497-96.0% | $847-64.4% |