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 |
|---|---|---|
FISHER INVESTMENTS2 years Service code 49 · EIN 20-2480800 | Other Services | $41,015 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,054 |
MONNIER & CO8+ years Service code 10 · EIN 34-1236295 | Accounting | $10,250 |
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 | $24,181 | $37,393-35.3% | $77,024-68.6% | $66,914-63.9% |
| Participation rate | 90.3% | 52.9%+37.4pp | 67.9%+22.4pp | 69.8%+20.5pp |
| Annual return | -14.76% | -3.29%-11.5pp | 42.32%-57.1pp | 1.58%-16.3pp |
| Employer contribution / active EE | $826 | $1,531-46.1% | $2,812-70.6% | $2,544-67.5% |
| Participant deferral / active EE | $3,320 | $2,617+26.9% | $4,426-25.0% | $4,237-21.6% |
| Admin fee / account holder | $428 | $567-24.5% | $5,425-92.1% | $593-27.9% |