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 7-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,714 |
SIGNATURE ESTATE & INVESTMENT4+ years Filed as: SIGNATURE ESTATE & INVESTMT ADVISOR Service code 27 · EIN 95-4806910 | Advisory (Plan) | $18,278 |
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 | $34,887 | $82,664-57.8% | $125,339-72.2% | $68,494-49.1% |
| Participation rate | 92.3% | 75.0%+17.3pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -9.71% | -5.97%-3.7pp | 572.05%-581.8pp | -7.84%-1.9pp |
| Employer contribution / active EE | $2,325 | $3,381-31.2% | $4,814-51.7% | $2,596-10.4% |
| Participant deferral / active EE | $9,294 | $6,110+52.1% | $7,446+24.8% | $4,027+130.8% |
| Admin fee / account holder | $369 | $6,275-94.1% | $10,010-96.3% | $5,403-93.2% |