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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,391 |
IMA WEALTH INC3 years Service code 49 · EIN 48-1233289 | Other Services | $17,592 |
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 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 | $101,361 | $48,570+108.7% | $130,648-22.4% | $72,985+38.9% |
| Participation rate | 91.5% | 58.6%+33.0pp | 71.7%+19.8pp | 69.5%+22.0pp |
| Annual return | 15.42% | 38.63%-23.2pp | 1708.96%-1693.5pp | 81.00%-65.6pp |
| Employer contribution / active EE | $5,216 | $1,334+291.0% | $4,092+27.5% | $2,440+113.8% |
| Participant deferral / active EE | $8,006 | $2,384+235.9% | $3,603+122.2% | $3,607+121.9% |
| Admin fee / account holder | $380 | $3,549-89.3% | $5,464-93.0% | $5,124-92.6% |