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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $86,120 |
BATTLES INSURANCE AGENCY1 year Service code 31 · EIN 34-0899184 | Named fiduciary; Direct payment from ... | $16,435 |
LOCAL 1102 RWDSU1 year Filed as: LOCAL 42 PENSION PLAN Service code 14 · EIN 23-7404110 | Plan Administrator | $14,269 |
CLIFTONLARSONALLEN LLP7 years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $12,741 |
Filed as: WILSHIRE ADVISORS LLC 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,782 | $92,971-43.2% | $96,683-45.4% | $74,419-29.1% |
| Participation rate | 96.5% | 71.5%+25.0pp | 74.3%+22.2pp | 70.7%+25.8pp |
| Annual return | 9.61% | 37.49%-27.9pp | 35.69%-26.1pp | 34.38%-24.8pp |
| Employer contribution / active EE | $3,020 | $3,426-11.9% | $3,737-19.2% | $2,637+14.5% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $329 | $633-48.0% | $6,730-95.1% | $348-5.5% |