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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $119,406 |
HYAS GROUP, LLC4 years Service code 26 · EIN 26-2924761 | Advisory (Participants) | $31,500 |
PERKINS & CO3 years Filed as: PERKINS & COMPANY, P.C. Service code 10 · EIN 93-0928924 | Accounting | $15,664 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $112,217 | $50,127+123.9% | $149,673-25.0% | $80,160+40.0% |
| Participation rate | 77.9% | 64.3%+13.7pp | 78.8%-0.8pp | 72.9%+5.0pp |
| Annual return | 18.78% | 29.82%-11.0pp | 134.42%-115.6pp | 40.38%-21.6pp |
| Employer contribution / active EE | $3,655 | $1,865+96.0% | $4,818-24.1% | $2,978+22.7% |
| Participant deferral / active EE | $7,154 | $3,194+124.0% | $5,680+26.0% | $5,017+42.6% |
| Admin fee / account holder | $94 | $153-38.4% | $13,210-99.3% | $145-35.1% |