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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $40,333 |
CLARK, SCHAEFER, HACKETT & CO.1+ years Filed as: CLARK, RONALD L. Service code 49 5700 CORPORATE DR · PITTSBURGH, PA 152375829 | Other Services | $1,247 |
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 | $45,278 | $43,550+4.0% | $63,517-28.7% | $52,331-13.5% |
| Participation rate | 99.1% | 65.7%+33.4pp | 71.0%+28.0pp | 68.1%+31.0pp |
| Annual return | -1.15% | 2.03%-3.2pp | -70.30%+69.1pp | 4.54%-5.7pp |
| Employer contribution / active EE | $1,839 | $1,351+36.1% | $2,322-20.8% | $1,882-2.3% |
| Participant deferral / active EE | $3,114 | $2,254+38.2% | $2,953+5.5% | $3,022+3.1% |
| Admin fee / account holder | $342 | $387-11.7% | $5,892-94.2% | $592-42.2% |