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 |
|---|---|---|
Filed as: PRINCIPAL TRUST COMPANY Service code 13 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Contract Administrator | $54,381 |
YURCHYK & DAVIS CPA'S, INC.6 years Service code 10 · EIN 34-1638235 | Accounting | $25,448 |
CERITY PARTNERS1 year Service code 16 99 PARK AVENUE · NEW YORK, NY 10016 | Consulting | $24,000 |
MACALA & PIATT, LLC10+ years Service code 29 601 S. MAIN ST. · NORTH CANTON, OH 44720 | Legal | $22,973 |
CW BREITSMAN ASSOCIATES LLC8 years Service code 13 401 LIBERTY AVENUE · PITTSBURGH, PA 152221222 | Contract Administrator | $21,600 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,415 | $95,880-86.0% | $107,525-87.5% | $85,563-84.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 10.62% | 68.06%-57.4pp | 181.32%-170.7pp | 31.51%-20.9pp |
| Employer contribution / active EE | $1,178 | $3,812-69.1% | $3,754-68.6% | $2,654-55.6% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $335 | $1,025-67.3% | $8,919-96.2% | $834-59.8% |