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 | $113,219 |
STIFEL NICOLAUS & CO INC9 years Filed as: STIFEL, NICOLAUS AND COMPANY Service code 27 · EIN 43-0538770 | Advisory (Plan) | $42,500 |
BOUMA CORPORATION9 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.)
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 | $112,438 | $86,944+29.3% | $107,525+4.6% | $74,304+51.3% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 2.86% | 23.52%-20.7pp | 181.32%-178.5pp | 29.43%-26.6pp |
| Employer contribution / active EE | $4,740 | $2,757+72.0% | $3,754+26.3% | $2,241+111.5% |
| Participant deferral / active EE | $5,275 | $3,554+48.4% | $5,116+3.1% | $3,767+40.0% |
| Admin fee / account holder | $406 | $3,727-89.1% | $8,919-95.4% | $2,969-86.3% |