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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $110,608 |
STIFEL NICOLAUS & CO INC8 years Filed as: STIFEL, NICOLAUS AND COMPANY Service code 27 · EIN 43-0538770 | Advisory (Plan) | $42,500 |
BOUMA CORPORATION8 years Service code 49 · EIN 38-1395711 | Other Services | $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 | $114,915 | $80,724+42.4% | $103,333+11.2% | $74,495+54.3% |
| Participation rate | 99.5% | 65.7%+33.8pp | 74.5%+25.0pp | 67.2%+32.3pp |
| Annual return | 14.84% | 27.56%-12.7pp | 24.88%-10.0pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $4,335 | $3,157+37.3% | $3,868+12.1% | $2,623+65.3% |
| Participant deferral / active EE | $5,040 | $3,860+30.6% | $5,057-0.3% | $4,346+16.0% |
| Admin fee / account holder | $399 | $2,368-83.1% | $8,355-95.2% | $1,942-79.4% |