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 | $82,059 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $31,031 |
CADARET GRANT & CO INC6+ years Service code 27 · EIN 22-2361254 | Advisory (Plan) | $12,893 |
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 | $152,576 | $66,813+128.4% | $100,516+51.8% | $73,488+107.6% |
| Participation rate | 85.5% | 77.5%+8.1pp | 79.4%+6.1pp | 70.7%+14.8pp |
| Annual return | 13.14% | 25.70%-12.6pp | 30.89%-17.7pp | 28.51%-15.4pp |
| Employer contribution / active EE | $1,063 | $2,147-50.5% | $3,418-68.9% | $2,270-53.2% |
| Participant deferral / active EE | $7,694 | $5,883+30.8% | $6,270+22.7% | $3,740+105.8% |
| Admin fee / account holder | $395 | $512-23.0% | $8,081-95.1% | $513-23.1% |