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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $70,863 |
THE RETIREMENT ADVANTAGE INC8 years Service code 49 · EIN 39-1816008 | Other Services | $8,369 |
USI CONSULTING GROUP4 years Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $6,142 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED10+ 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,784 | $78,485+89.6% | $106,213+40.1% | $74,495+99.7% |
| Participation rate | 73.3% | 72.8%+0.5pp | 75.3%-1.9pp | 67.2%+6.1pp |
| Annual return | 13.65% | 15.95%-2.3pp | 116.14%-102.5pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $1,660 | $2,523-34.2% | $3,171-47.7% | $2,623-36.7% |
| Participant deferral / active EE | $3,763 | $4,322-12.9% | $5,016-25.0% | $4,346-13.4% |
| Admin fee / account holder | $427 | $2,232-80.9% | $11,033-96.1% | $1,942-78.0% |