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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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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 | $101,402 |
BAIRD INSURANCE SERVICES INC11+ years Service code 49 · EIN 39-1236032 | Other Services | $2,438 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,002 | $83,369+11.6% | $105,223-11.6% | $67,986+36.8% |
| Participation rate | 80.5% | 56.3%+24.2pp | 75.0%+5.5pp | 57.2%+23.3pp |
| Annual return | 13.14% | 24.64%-11.5pp | 180.65%-167.5pp | 31.67%-18.5pp |
| Employer contribution / active EE | $1,474 | $2,541-42.0% | $3,689-60.0% | $2,019-27.0% |
| Participant deferral / active EE | $7,383 | $3,295+124.1% | $5,072+45.6% | $3,358+119.9% |
| Admin fee / account holder | $453 | $4,073-88.9% | $8,859-94.9% | $3,203-85.9% |