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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $100,511 |
Service code 13 · EIN 35-0472300 | Contract Administrator | $91,780 |
Filed as: GORLICK, KRAVITZ, & LISTHAUS Service code 29 · EIN 13-3790829 | Legal | $74,483 |
CASTIGLIA LLP1 year Service code 10 · EIN 46-2725636 | Accounting | $20,000 |
ROBERT ALLGIER CPA1 year Filed as: ROBERT ALLGIER Service code 15 145 PLITT AVENUE · FARMINGDALE, NY 11735 | Recordkeeping | $6,000 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,295 | $65,908-73.8% | $81,812-78.9% | $77,643-77.7% |
| Participation rate | 97.4% | 65.8%+31.6pp | 72.3%+25.0pp | 70.6%+26.8pp |
| Annual return | 8.49% | 26.64%-18.2pp | 773.79%-765.3pp | 31.24%-22.7pp |
| Employer contribution / active EE | $2,107 | $2,370-11.1% | $2,912-27.6% | $2,726-22.7% |
| Participant deferral / active EE | $518 | $3,505-85.2% | $4,319-88.0% | $4,647-88.9% |
| Admin fee / account holder | $430 | $526-18.4% | $7,386-94.2% | $430-0.2% |