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 | $51,906 |
IMA WEALTH INC4 years Service code 49 · EIN 48-1233289 | Other Services | $17,517 |
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 | $142,443 | $53,777+164.9% | $134,143+6.2% | $79,858+78.4% |
| Participation rate | 70.0% | 58.8%+11.2pp | 72.2%-2.2pp | 69.6%+0.4pp |
| Annual return | 15.84% | 19.01%-3.2pp | 36.33%-20.5pp | 31.71%-15.9pp |
| Employer contribution / active EE | $5,273 | $1,321+299.1% | $3,704+42.4% | $2,471+113.4% |
| Participant deferral / active EE | $7,752 | $2,420+220.3% | $3,499+121.6% | $3,740+107.3% |
| Admin fee / account holder | $490 | $3,984-87.7% | $6,684-92.7% | $5,306-90.8% |