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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,823 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 49 · EIN 51-0120742 | Other Services | $15,676 |
DARST, BRUNE & ASSOCIATES2+ years Filed as: DARST, BRUNE AND ASSOCIATES Service code 10 · EIN 45-3357414 | Accounting | $8,285 |
Filed as: BENEFIT PLANS, INC. Service code 13 · EIN 47-0617162 | Contract Administrator | $5,962 |
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 | $76,230 | $56,897+34.0% | $84,750-10.1% | $62,891+21.2% |
| Participation rate | 77.1% | 68.5%+8.5pp | 76.6%+0.5pp | 69.3%+7.8pp |
| Annual return | 7.49% | 6.30%+1.2pp | 22.78%-15.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,125 | $2,400-53.1% | $3,574-68.5% | $2,281-50.7% |
| Participant deferral / active EE | $2,747 | $2,709+1.4% | $3,712-26.0% | $3,203-14.2% |
| Admin fee / account holder | $355 | $3,581-90.1% | $5,332-93.3% | $4,296-91.7% |