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 INVESTMENTS3 years Service code 49 · EIN 20-2480800 | Other Services | $42,893 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,515 |
MONNIER & CO9+ years Service code 10 · EIN 34-1236295 | Accounting | $10,999 |
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 | $27,721 | $41,078-32.5% | $80,569-65.6% | $71,457-61.2% |
| Participation rate | 92.8% | 50.2%+42.6pp | 67.0%+25.8pp | 67.9%+24.8pp |
| Annual return | 17.24% | 38.45%-21.2pp | 935.43%-918.2pp | 28.85%-11.6pp |
| Employer contribution / active EE | $916 | $1,506-39.1% | $2,723-66.4% | $2,588-64.6% |
| Participant deferral / active EE | $3,566 | $2,699+32.1% | $4,447-19.8% | $4,289-16.8% |
| Admin fee / account holder | $450 | $1,840-75.5% | $5,377-91.6% | $1,587-71.6% |