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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $116,988 |
STIFEL NICOLAUS & CO INC7 years Filed as: STIFEL, NICOLAUS AND COMPANY Service code 27 · EIN 43-0538770 | Advisory (Plan) | $42,500 |
BOUMA CORPORATION7 years Service code 14 · EIN 38-1395711 | Plan Administrator | $0 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,202 | $76,670+25.5% | $96,683-0.5% | $71,457+34.6% |
| Participation rate | 99.5% | 66.6%+32.9pp | 74.3%+25.2pp | 67.9%+31.6pp |
| Annual return | -3.51% | 48.29%-51.8pp | 35.69%-39.2pp | 28.85%-32.4pp |
| Employer contribution / active EE | $3,743 | $3,031+23.5% | $3,737+0.2% | $2,588+44.7% |
| Participant deferral / active EE | $4,955 | $3,771+31.4% | $4,878+1.6% | $4,289+15.5% |
| Admin fee / account holder | $413 | $2,028-79.6% | $6,730-93.9% | $1,587-74.0% |