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 | $198,608 |
Filed as: RAYMOND JAMES & ASSOCIATES INC. Service code 27 | Advisory (Plan) | $59,095 |
FUTURE PLAN CONSULTING - FORT WAYNE10+ years Filed as: FUTURE PLANNING ASSOCIATES, INC. Service code 49 | Other Services | $13,236 |
Filed as: FUTURE PLANNING ASSOCIATES, INC Service code 49 · EIN 03-0271340 | Other Services | $0 |
Filed as: RAYMOND JAMES & ASSOCIATES, INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED10+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,066 | $80,724+170.1% | $103,333+111.0% | $74,495+192.7% |
| Participation rate | 92.9% | 65.7%+27.2pp | 74.5%+18.4pp | 67.2%+25.7pp |
| Annual return | 9.59% | 27.56%-18.0pp | 24.88%-15.3pp | 1364.94%-1355.4pp |
| Employer contribution / active EE | $3,593 | $3,157+13.8% | $3,868-7.1% | $2,623+37.0% |
| Participant deferral / active EE | $11,105 | $3,860+187.7% | $5,057+119.6% | $4,346+155.5% |
| Admin fee / account holder | $1,360 | $2,368-42.6% | $8,355-83.7% | $1,942-29.9% |