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 8-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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $109,911 |
VISIONPOINT ADVISORY GROUP6 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $40,399 |
Filed as: BENEFIT PLANS PLUS LLC Service code 13 · EIN 43-1829594 | Contract Administrator | $18,258 |
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 | $37,638 | $62,688-40.0% | $178,014-78.9% | $77,671-51.5% |
| Participation rate | 98.4% | 66.9%+31.5pp | 77.1%+21.3pp | 70.6%+27.8pp |
| Annual return | 15.21% | 16.16%-0.9pp | 294.80%-279.6pp | 31.21%-16.0pp |
| Employer contribution / active EE | $2,518 | $1,912+31.7% | $3,950-36.2% | $2,726-7.6% |
| Participant deferral / active EE | $5,320 | $4,224+26.0% | $6,276-15.2% | $4,648+14.5% |
| Admin fee / account holder | $235 | $386-39.2% | $10,362-97.7% | $430-45.5% |