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 |
|---|---|---|
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $125,877 |
STEVENS & LEE3 years Filed as: STEVEN & LEE Service code 29 · EIN 23-1886296 | Legal | $99,012 |
KOBAYASHI & COMPANY3 years Service code 10 · EIN 95-4297925 | Accounting | $45,000 |
Filed as: MORGAN LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $25,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $323,576 | $136,853+136.4% | $130,231+148.5% | $80,160+303.7% |
| Participation rate | 69.8% | 81.6%-11.8pp | 76.3%-6.5pp | 72.9%-3.1pp |
| Annual return | 3.17% | 22.66%-19.5pp | 38.77%-35.6pp | 40.38%-37.2pp |
| Employer contribution / active EE | $2,528 | $3,395-25.5% | $4,126-38.7% | $2,978-15.1% |
| Participant deferral / active EE | $6,167 | $5,856+5.3% | $6,799-9.3% | $5,017+22.9% |
| Admin fee / account holder | $185 | $184+0.8% | $6,020-96.9% | $145+28.0% |