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 9-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,312 |
SAGEPOINT FINANCIAL INC3 years Service code 49 · EIN 20-1741754 | Other Services | $10,536 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $81,377 | $93,182-12.7% | $146,665-44.5% | $79,386+2.5% |
| Participation rate | 98.4% | 76.4%+22.0pp | 80.1%+18.4pp | 70.7%+27.7pp |
| Annual return | 23.75% | 21.61%+2.1pp | 22.74%+1.0pp | 116.85%-93.1pp |
| Employer contribution / active EE | $1,488 | $2,420-38.5% | $4,136-64.0% | $2,427-38.7% |
| Participant deferral / active EE | $4,182 | $4,169+0.3% | $5,506-24.1% | $4,046+3.4% |
| Admin fee / account holder | $310 | $585-47.0% | $10,280-97.0% | $626-50.5% |