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 | $70,128 |
WOODBURY FINANCIAL SERVICES5+ years Service code 49 · EIN 41-0944586 | Other Services | $26,617 |
QBI, LLC6+ years Filed as: QBI LLC Service code 49 · EIN 26-2768667 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: WISHIRE ASSOCIATES INCORPORATED Service code 27 | Advisory (Plan) | $0 |
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 | $63,492 | $99,957-36.5% | $149,696-57.6% | $73,488-13.6% |
| Participation rate | 82.2% | 75.7%+6.5pp | 82.5%-0.3pp | 70.7%+11.5pp |
| Annual return | 14.55% | 53.87%-39.3pp | 276.60%-262.1pp | 28.51%-14.0pp |
| Employer contribution / active EE | $1,765 | $3,191-44.7% | $4,644-62.0% | $2,270-22.2% |
| Participant deferral / active EE | $7,125 | $6,073+17.3% | $6,842+4.1% | $3,740+90.5% |
| Admin fee / account holder | $276 | $551-49.9% | $9,309-97.0% | $513-46.2% |