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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $72,649 |
WILLIAM BLAIR6+ years Filed as: WILLIAM E HAMM AND ASSOCIATES INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $30,746 |
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 | $128,905 | $81,208+58.7% | $98,907+30.3% | $79,858+61.4% |
| Participation rate | 98.9% | 72.5%+26.4pp | 76.0%+22.9pp | 69.6%+29.3pp |
| Annual return | 12.48% | 60.99%-48.5pp | 196.43%-184.0pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,252 | $1,960-36.1% | $2,689-53.5% | $2,471-49.3% |
| Participant deferral / active EE | $6,220 | $3,265+90.5% | $4,244+46.6% | $3,740+66.3% |
| Admin fee / account holder | $637 | $6,013-89.4% | $6,642-90.4% | $5,306-88.0% |