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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $102,785 |
PRIVATE ADVISOR GROUP LLC3 years Service code 27 · EIN 27-3463733 | Advisory (Plan) | $75,966 |
PENTEGRA SERVICES, INC.3 years Filed as: PENTEGRA SERVICES INC. Service code 13 · EIN 13-3745616 | Contract Administrator | $16,861 |
PENTEGRA SERVICES, INC.3 years Filed as: PENTEGRA SERVICES INC Service code 13 | Contract Administrator | $14,150 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,478 | $98,727-20.5% | $113,168-30.7% | $85,563-8.3% |
| Participation rate | 94.3% | 80.8%+13.4pp | 76.6%+17.7pp | 66.0%+28.3pp |
| Annual return | 15.07% | 17.43%-2.4pp | 24.27%-9.2pp | 31.51%-16.4pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $2,975-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $5,803 | $5,424+7.0% | $5,107+13.6% | $4,375+32.6% |
| Admin fee / account holder | $465 | $357+30.4% | $12,068-96.1% | $834-44.2% |