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 |
|---|---|---|
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $12,000 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,171 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $29,865 | $31,388-4.8% | $73,545-59.4% | $62,292-52.1% |
| Participation rate | 85.8% | 39.9%+46.0pp | 54.9%+30.9pp | 69.5%+16.3pp |
| Annual return | 17.60% | 25.34%-7.7pp | -15.16%+32.8pp | 28.90%-11.3pp |
| Employer contribution / active EE | $661 | $498+32.8% | $1,219-45.7% | $2,042-67.6% |
| Participant deferral / active EE | $2,052 | $1,028+99.5% | $1,806+13.6% | $3,169-35.3% |
| Admin fee / account holder | $42 | $299-86.1% | $2,320-98.2% | $479-91.3% |