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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $141,009 |
HYAS GROUP, LLC1 year Filed as: HYAS GROUP Service code 17 · EIN 26-2924761 | Pension Consulting | $33,725 |
PERKINS & CO1 year Filed as: PERKINS & COMPANY PC Service code 10 · EIN 93-0928924 | Accounting | $16,750 |
Filed as: WILLAMETTE DENTAL GROUP Service code 27 · EIN 11-3658445 | Advisory (Plan) | $16,000 |
MORNINGSTAR3 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 | $128,898 | $53,136+142.6% | $155,509-17.1% | $199,593-35.4% |
| Participation rate | 81.0% | 64.1%+16.9pp | 78.2%+2.8pp | 72.0%+9.0pp |
| Annual return | 14.46% | 41.15%-26.7pp | 64.67%-50.2pp | 34.25%-19.8pp |
| Employer contribution / active EE | $3,639 | $1,851+96.6% | $4,672-22.1% | $3,034+19.9% |
| Participant deferral / active EE | $7,016 | $3,161+122.0% | $5,626+24.7% | $5,087+37.9% |
| Admin fee / account holder | $147 | $185-20.7% | $15,912-99.1% | $269-45.3% |