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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,351 |
IFS ADVISORY LLC2 years Filed as: SB ADVISORY, LLC Service code 27 · EIN 35-2312635 | Advisory (Plan) | $22,868 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,729 | $71,057-28.6% | $93,654-45.8% | $80,874-37.3% |
| Participation rate | 76.8% | 60.4%+16.4pp | 68.7%+8.1pp | 67.6%+9.2pp |
| Annual return | 10.92% | 11.26%-0.3pp | 133.34%-122.4pp | 35.62%-24.7pp |
| Employer contribution / active EE | $900 | $1,564-42.5% | $2,421-62.8% | $2,756-67.4% |
| Participant deferral / active EE | $3,630 | $4,034-10.0% | $4,413-17.7% | $4,297-15.5% |
| Admin fee / account holder | $449 | $6,944-93.5% | $8,282-94.6% | $6,935-93.5% |