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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $80,394 |
USI CONSULTING GROUP3 years Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $13,580 |
THE RETIREMENT ADVANTAGE INC7 years Service code 49 · EIN 39-1816008 | Other Services | $9,666 |
WILSHIRE ASSOCIATES INCORPORATED9+ 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,319 | $71,516+125.6% | $98,439+63.9% | $71,457+125.8% |
| Participation rate | 85.0% | 72.7%+12.3pp | 75.2%+9.9pp | 67.9%+17.1pp |
| Annual return | 20.36% | 32.41%-12.1pp | 21.16%-0.8pp | 28.85%-8.5pp |
| Employer contribution / active EE | $1,957 | $2,399-18.4% | $3,048-35.8% | $2,588-24.4% |
| Participant deferral / active EE | $4,538 | $4,109+10.5% | $4,738-4.2% | $4,289+5.8% |
| Admin fee / account holder | $492 | $1,675-70.6% | $8,948-94.5% | $1,587-69.0% |