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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $97,688 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLENLLP Service code 10 · EIN 41-0746749 | Accounting | $14,029 |
PLUMBERS LOCAL UNION NO. 6902 years Filed as: PLUMBERS & STEAMFITTERS 42 PENSION Service code 14 · EIN 23-7404110 | Plan Administrator | $11,871 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $52,028 | $106,236-51.0% | $112,228-53.6% | $64,808-19.7% |
| Participation rate | 95.8% | 71.7%+24.2pp | 75.1%+20.8pp | 71.5%+24.4pp |
| Annual return | -12.88% | -6.02%-6.9pp | 27.45%-40.3pp | 32.82%-45.7pp |
| Employer contribution / active EE | $3,246 | $3,166+2.5% | $3,635-10.7% | $2,506+29.6% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $309 | $452-31.6% | $6,410-95.2% | $188+64.4% |