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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $115,610 |
WILLIAM BLAIR4+ years Filed as: WILLIAM BLAIR & COMPANY LLC Service code 49 · EIN 36-2214610 | Other Services | $54,933 |
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 | $59,726 | $62,267-4.1% | $110,238-45.8% | $55,725+7.2% |
| Participation rate | 92.5% | 78.1%+14.4pp | 79.8%+12.7pp | 70.9%+21.7pp |
| Annual return | -5.44% | -1.07%-4.4pp | 314.74%-320.2pp | 244.93%-250.4pp |
| Employer contribution / active EE | $1,283 | $1,941-33.9% | $3,826-66.5% | $2,078-38.3% |
| Participant deferral / active EE | $3,980 | $3,516+13.2% | $4,672-14.8% | $3,356+18.6% |
| Admin fee / account holder | $305 | $121+152.3% | $8,547-96.4% | $115+164.8% |