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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $73,104 |
SPECTRUM INVESTMENT ADVISORS11+ years Filed as: SPECTRUM INVESTMENT ADV Service code 27 · EIN 39-1828175 | Advisory (Plan) | $68,767 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,456 | $98,727-10.4% | $113,168-21.8% | $85,563+3.4% |
| Participation rate | 81.2% | 80.8%+0.4pp | 76.6%+4.6pp | 66.0%+15.2pp |
| Annual return | 11.71% | 17.43%-5.7pp | 24.27%-12.6pp | 31.51%-19.8pp |
| Employer contribution / active EE | $1,846 | $2,907-36.5% | $2,975-37.9% | $2,654-30.4% |
| Participant deferral / active EE | $5,347 | $5,424-1.4% | $5,107+4.7% | $4,375+22.2% |
| Admin fee / account holder | $438 | $357+22.8% | $12,068-96.4% | $834-47.5% |