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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $69,116 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $36,399 |
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 | $147,355 | $73,638+100.1% | $95,952+53.6% | $73,488+100.5% |
| Participation rate | 96.7% | 76.2%+20.6pp | 77.1%+19.7pp | 70.7%+26.1pp |
| Annual return | 12.61% | 16.78%-4.2pp | 91.61%-79.0pp | 28.51%-15.9pp |
| Employer contribution / active EE | $3,673 | $1,863+97.1% | $2,541+44.5% | $2,270+61.8% |
| Participant deferral / active EE | $7,907 | $3,617+118.6% | $4,167+89.7% | $3,740+111.4% |
| Admin fee / account holder | $461 | $482-4.4% | $6,795-93.2% | $513-10.2% |