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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,359 |
DANA INVESTMENT ADVISORS1 year Filed as: DANA INVESTMENT ADVISORS INC Service code 27 · EIN 39-1512278 | Advisory (Plan) | $6,339 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $95,179 | $65,376+45.6% | $87,100+9.3% | $65,185+46.0% |
| Participation rate | 75.3% | 75.3%0pp | 76.9%-1.5pp | 70.2%+5.1pp |
| Annual return | 24.66% | 31.27%-6.6pp | 28.19%-3.5pp | 29.38%-4.7pp |
| Employer contribution / active EE | $1,806 | $1,822-0.9% | $2,521-28.4% | $2,177-17.0% |
| Participant deferral / active EE | $6,247 | $3,388+84.4% | $4,049+54.3% | $3,514+77.8% |
| Admin fee / account holder | $308 | $520-40.8% | $7,497-95.9% | $847-63.7% |