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 4-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 15 PO BOX 9394 · DES MOINES, IA 50306 | Recordkeeping | $47,830 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,830 |
Filed as: HIGHLAND CAPITAL Service code 27 485 RAINIER BLVD. NORTH, SUITE 103 · ISSAUAH, WA 98027 | Advisory (Plan) | $24,791 |
Filed as: HIGHLAND CAPITAL ADVISORS, LLC Service code 27 · EIN 20-4284376 | Advisory (Plan) | $24,791 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,160 | $69,823-49.6% | $77,163-54.4% | $74,419-52.8% |
| Participation rate | 43.7% | 70.0%-26.3pp | 69.6%-25.8pp | 70.7%-27.0pp |
| Annual return | 60.56% | 19.98%+40.6pp | 37.87%+22.7pp | 34.38%+26.2pp |
| Employer contribution / active EE | $2,294 | $2,150+6.7% | $2,535-9.5% | $2,637-13.0% |
| Participant deferral / active EE | $4,041 | $3,558+13.6% | $3,833+5.4% | $4,528-10.8% |
| Admin fee / account holder | $223 | $398-44.0% | $5,472-95.9% | $348-36.0% |