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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,127 |
WILLIAM BLAIR3+ years Filed as: WILLIAM E HAMM AND ASSOCIATES INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $24,971 |
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 | $99,621 | $63,299+57.4% | $91,001+9.5% | $62,292+59.9% |
| Participation rate | 94.6% | 73.3%+21.3pp | 75.6%+19.0pp | 69.5%+25.1pp |
| Annual return | 14.62% | 20.99%-6.4pp | 4.60%+10.0pp | 28.90%-14.3pp |
| Employer contribution / active EE | $1,000 | $1,807-44.7% | $2,456-59.3% | $2,042-51.0% |
| Participant deferral / active EE | $4,670 | $2,943+58.7% | $3,547+31.6% | $3,169+47.4% |
| Admin fee / account holder | $326 | $468-30.4% | $5,417-94.0% | $479-32.1% |