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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,580 |
WILLIAM BLAIR5+ years Filed as: WILLIAM E HAMM AND ASSOCIATES INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $28,554 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $109,501 | $66,310+65.1% | $93,606+17.0% | $65,185+68.0% |
| Participation rate | 99.0% | 74.0%+25.0pp | 75.8%+23.2pp | 70.2%+28.8pp |
| Annual return | 23.53% | 42.58%-19.0pp | 32.76%-9.2pp | 29.38%-5.9pp |
| Employer contribution / active EE | $0 | $2,012-100.0% | $2,718-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $5,438 | $3,342+62.7% | $4,069+33.7% | $3,514+54.8% |
| Admin fee / account holder | $569 | $6,897-91.7% | $7,888-92.8% | $847-32.8% |