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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,896 |
IMA WEALTH INC5 years Service code 49 · EIN 48-1233289 | Other Services | $22,602 |
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 | $151,717 | $58,694+158.5% | $142,863+6.2% | $85,850+76.7% |
| Participation rate | 71.0% | 58.5%+12.5pp | 71.9%-1.0pp | 69.3%+1.7pp |
| Annual return | 9.96% | 27.72%-17.8pp | 5637.54%-5627.6pp | 318.53%-308.6pp |
| Employer contribution / active EE | $4,670 | $1,423+228.2% | $4,144+12.7% | $2,565+82.0% |
| Participant deferral / active EE | $6,777 | $2,607+159.9% | $3,837+76.6% | $3,952+71.5% |
| Admin fee / account holder | $576 | $4,239-86.4% | $6,560-91.2% | $6,260-90.8% |