See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $99,183 |
WELLTH ADVISORY SERVICES LLC2 years Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $46,725 |
Filed as: REA & ASSOCIATES Service code 49 | Other Services | $4,614 |
Filed as: REA & ASSOCIATES, INC. Service code 49 · EIN 34-1310124 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,697 | $87,870-40.0% | $113,168-53.4% | $74,304-29.1% |
| Participation rate | 92.8% | 70.7%+22.0pp | 76.6%+16.2pp | 60.3%+32.4pp |
| Annual return | 76.27% | 26.44%+49.8pp | 24.27%+52.0pp | 29.43%+46.8pp |
| Employer contribution / active EE | $1,727 | $2,277-24.2% | $2,975-42.0% | $2,241-22.9% |
| Participant deferral / active EE | $3,801 | $4,241-10.4% | $5,107-25.6% | $3,767+0.9% |
| Admin fee / account holder | $379 | $3,368-88.8% | $12,068-96.9% | $2,969-87.2% |