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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $91,221 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN Service code 10 · EIN 41-0746749 | Accounting | $10,610 |
Filed as: PLUMBERS & STEAMFITTERS 42 PENSION Service code 14 · EIN 23-7404110 | Plan Administrator | $9,479 |
SHUMAKER, LOOP & KENDRICK, LLP6+ years Filed as: SHUMAKER, LOOP & KENDRICK Service code 29 · EIN 34-4439491 | Legal | $3,572 |
WILSHIRE ASSOCIATES INCORPORATED6+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,305 | $78,275-11.5% | $109,143-36.5% | $86,799-20.2% |
| Participation rate | 97.8% | 73.8%+23.9pp | 75.9%+21.9pp | 72.3%+25.5pp |
| Annual return | 27.96% | 19.14%+8.8pp | 25.75%+2.2pp | 97.91%-69.9pp |
| Employer contribution / active EE | $2,750 | $3,105-11.4% | $3,722-26.1% | $2,405+14.3% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $357 | $198+79.6% | $6,752-94.7% | $170+110.3% |