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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $117,569 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $43,181 |
SOBEL AND CO LLC CPA7+ years Filed as: SOBEL & CO., LLC Service code 10 · EIN 22-1430039 | Accounting | $14,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,454 | $185,342-37.7% | $111,297+3.7% | $86,799+33.0% |
| Participation rate | 96.9% | 81.0%+16.0pp | 77.3%+19.6pp | 72.3%+24.7pp |
| Annual return | 12.84% | 500.80%-488.0pp | 54.65%-41.8pp | 97.91%-85.1pp |
| Employer contribution / active EE | $1,254 | $2,246-44.2% | $2,731-54.1% | $2,405-47.9% |
| Participant deferral / active EE | $7,795 | $4,458+74.8% | $4,487+73.7% | $4,131+88.7% |
| Admin fee / account holder | $303 | $255+18.6% | $7,964-96.2% | $170+78.7% |