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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $81,346 |
USI CONSULTING GROUP2 years Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $13,568 |
THE RETIREMENT ADVANTAGE INC6 years Service code 49 · EIN 39-1816008 | Other Services | $9,102 |
WILSHIRE ASSOCIATES INCORPORATED8+ years 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,647 | $72,607+95.1% | $90,749+56.1% | $66,914+111.7% |
| Participation rate | 86.1% | 73.7%+12.4pp | 75.7%+10.4pp | 69.8%+16.3pp |
| Annual return | -19.98% | -12.28%-7.7pp | -12.16%-7.8pp | 1.58%-21.6pp |
| Employer contribution / active EE | $2,179 | $2,369-8.0% | $2,921-25.4% | $2,544-14.3% |
| Participant deferral / active EE | $4,981 | $3,977+25.2% | $4,564+9.1% | $4,237+17.6% |
| Admin fee / account holder | $443 | $707-37.3% | $8,445-94.8% | $593-25.3% |