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 |
|---|---|---|
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $28,034 |
STEVENS & LEE1 year Service code 29 · EIN 23-1886296 | Legal | $11,107 |
NEW DIRECTION PARTNERS7+ years Service code 34 · EIN 23-2688799 | Direct payment from the plan; Valuati... | $9,525 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,654 | $72,607-56.4% | $90,749-65.1% | $66,914-52.7% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -1.75% | -12.28%+10.5pp | -12.16%+10.4pp | 1.58%-3.3pp |
| Employer contribution / active EE | $5,607 | $2,369+136.7% | $2,921+92.0% | $2,544+120.4% |
| Participant deferral / active EE | $0 | $3,977-100.0% | $4,564-100.0% | $4,237-100.0% |
| Admin fee / account holder | $350 | $707-50.5% | $8,445-95.9% | $593-41.0% |