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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $128,408 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $73,177 |
AMERICAN REALTY ADVISORS6 years Filed as: AMERICAN SUPERCONDUCTOR Service code 10 · EIN 04-2959321 | Accounting | $11,933 |
THE ANGELL PENSION GROUP, INC.8+ years Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $10,197 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,451 | $72,254+76.4% | $86,677+47.0% | $64,808+96.7% |
| Participation rate | 70.1% | 80.4%-10.4pp | 76.6%-6.5pp | 71.5%-1.4pp |
| Annual return | -11.59% | 392.42%-404.0pp | 35.91%-47.5pp | 32.82%-44.4pp |
| Employer contribution / active EE | $1,895 | $2,393-20.8% | $2,836-33.2% | $2,506-24.4% |
| Participant deferral / active EE | $6,876 | $4,658+47.6% | $4,656+47.7% | $4,310+59.5% |
| Admin fee / account holder | $350 | $174+101.2% | $7,493-95.3% | $188+86.3% |