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 |
|---|---|---|
TAIT WELLER & BAKER1 year Filed as: TAIT WELLER & BAKER, LLP Service code 10 · EIN 22-1144520 | Accounting | $20,999 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,114 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $112,747 | $110,094+2.4% | $151,611-25.6% | $68,494+64.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.31% | -10.12%-6.2pp | 3.33%-19.6pp | -7.84%-8.5pp |
| Employer contribution / active EE | $5,904 | $4,471+32.1% | $6,166-4.3% | $2,596+127.4% |
| Participant deferral / active EE | $8,516 | $6,527+30.5% | $8,363+1.8% | $4,027+111.5% |
| Admin fee / account holder | $368 | $7,719-95.2% | $11,616-96.8% | $5,403-93.2% |