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 | $56,929 |
EDWARD JONES6+ years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $19,047 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $68,646 | $81,474-15.7% | $133,956-48.8% | $73,488-6.6% |
| Participation rate | 77.2% | 76.4%+0.8pp | 79.8%-2.7pp | 70.7%+6.5pp |
| Annual return | 16.85% | 19.40%-2.6pp | 45.09%-28.2pp | 28.51%-11.7pp |
| Employer contribution / active EE | $1,470 | $2,209-33.5% | $3,919-62.5% | $2,270-35.2% |
| Participant deferral / active EE | $2,942 | $3,786-22.3% | $5,048-41.7% | $3,740-21.3% |
| Admin fee / account holder | $327 | $713-54.1% | $8,927-96.3% | $513-36.2% |