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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $561,091 |
SCHULTE ROTH & ZABEL LLP10+ years Service code 29 · EIN 13-2633996 | Legal | $111,382 |
Filed as: MORGAN STANLEY GLOBAL BANKING OPERA Service code 49 · EIN 20-8764829 | Other Services | $50,000 |
NOVAK FRANCELLA LLC9 years Filed as: NOVAK FRANCELLA CPA Service code 10 · EIN 61-1436956 | Accounting | $20,653 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $48,850 | $73,283-33.3% | $155,509-68.6% | $106,382-54.1% |
| Participation rate | 30.8% | 73.3%-42.4pp | 78.2%-47.3pp | 69.9%-39.0pp |
| Annual return | 14.75% | 15.77%-1.0pp | 64.67%-49.9pp | 17.37%-2.6pp |
| Employer contribution / active EE | $1,105 | $2,247-50.8% | $4,672-76.4% | $3,364-67.2% |
| Participant deferral / active EE | $1,142 | $4,580-75.1% | $5,626-79.7% | $5,569-79.5% |
| Admin fee / account holder | $120 | $56+114.5% | $15,912-99.2% | $79+51.9% |