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 | $57,970 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL, NICOLAUS AND COMPANY Service code 49 · EIN 43-0538770 | Other Services | $15,534 |
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 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 | $49,121 | $70,908-30.7% | $98,907-50.3% | $73,488-33.2% |
| Participation rate | 98.0% | 73.8%+24.2pp | 76.0%+22.0pp | 70.7%+27.3pp |
| Annual return | 13.87% | 34.17%-20.3pp | 196.43%-182.6pp | 28.51%-14.6pp |
| Employer contribution / active EE | $1,669 | $2,036-18.0% | $2,689-37.9% | $2,270-26.5% |
| Participant deferral / active EE | $3,623 | $3,500+3.5% | $4,244-14.6% | $3,740-3.1% |
| Admin fee / account holder | $331 | $535-38.1% | $6,642-95.0% | $513-35.4% |