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 | $122,616 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $51,024 |
Filed as: PRINCIPAL Service code 13 · EIN 42-0127290 | Contract Administrator | $17,935 |
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY Service code 49 · EIN 45-0250958 | Other Services | $6,500 |
WILSHIRE ASSOCIATES INCORPORATED6+ 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $187,125 | $89,904+108.1% | $453,369-58.7% | $86,799+115.6% |
| Participation rate | 98.5% | 75.7%+22.8pp | 78.0%+20.5pp | 72.3%+26.2pp |
| Annual return | 11.38% | 19.72%-8.3pp | 64.40%-53.0pp | 97.91%-86.5pp |
| Employer contribution / active EE | $5,095 | $3,279+55.4% | $4,070+25.2% | $2,405+111.8% |
| Participant deferral / active EE | $6,328 | $5,114+23.7% | $6,209+1.9% | $4,131+53.2% |
| Admin fee / account holder | $472 | $156+203.1% | $11,209-95.8% | $170+178.3% |