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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,957 |
DOEREN MAYHEW1 year Filed as: DOEREN MAYHEW ASSURANCE, PC Service code 10 · EIN 38-2492570 | Accounting | $37,000 |
WELLTH ADVISORY SERVICES LLC2 years Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $20,936 |
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $15,424 |
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 | $138,505 | $109,881+26.1% | $150,045-7.7% | $84,808+63.3% |
| Participation rate | 74.5% | 76.1%-1.6pp | 82.3%-7.9pp | 68.3%+6.2pp |
| Annual return | 18.37% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,360 | $3,561-61.8% | $4,693-71.0% | $2,631-48.3% |
| Participant deferral / active EE | $5,160 | $6,636-22.2% | $7,997-35.5% | $4,212+22.5% |
| Admin fee / account holder | $794 | $8,568-90.7% | $13,435-94.1% | $7,344-89.2% |