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.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $93,222 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $33,583 |
Service code 27 · EIN 36-4906731 | Advisory (Plan) | $26,943 |
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 | $50,820 | $45,031+12.9% | $84,966-40.2% | $77,643-34.5% |
| Participation rate | 93.5% | 48.7%+44.8pp | 67.5%+26.0pp | 70.6%+22.9pp |
| Annual return | 0.00% | 79.22%-79.2pp | 66.38%-66.4pp | 31.24%-31.2pp |
| Employer contribution / active EE | $3,534 | $1,609+119.6% | $2,727+29.6% | $2,726+29.6% |
| Participant deferral / active EE | $9,108 | $2,807+224.4% | $4,519+101.5% | $4,647+96.0% |
| Admin fee / account holder | $171 | $912-81.2% | $6,149-97.2% | $430-60.2% |