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 | $84,911 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $40,655 |
Service code 27 10 EXCHANGE PLACE, STE 1410 · JERSEY CITY, NJ 07302 | Advisory (Plan) | $2,255 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 13 5350 SEVENTY SEVEN CENTER DR STE 20 · CHARLOTTE, NC 28217 | Contract Administrator | $1,748 |
FLEXPATH STRATEGIES, LLC1 year Filed as: FLEXPATH STRATEGIES LLC Service code 99 120 VANTIS, STE 400 · ALISO VIEJO, CA 92656 | Other Fees | $940 |
Filed as: EMPOWER ANNUITY INSURANCE CO AMERIC Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $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 | $106,018 | $91,407+16.0% | $135,903-22.0% | $71,457+48.4% |
| Participation rate | 97.7% | 75.7%+22.0pp | 81.9%+15.8pp | 67.9%+29.8pp |
| Annual return | 4.15% | 29.90%-25.7pp | 68.23%-64.1pp | 28.85%-24.7pp |
| Employer contribution / active EE | $2,497 | $3,703-32.6% | $4,856-48.6% | $2,588-3.5% |
| Participant deferral / active EE | $8,256 | $7,092+16.4% | $7,758+6.4% | $4,289+92.5% |
| Admin fee / account holder | $401 | $1,266-68.4% | $10,762-96.3% | $1,587-74.8% |