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 |
|---|---|---|
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $135,034 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $123,566 |
Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-1520346 | Contract Administrator | $18,760 |
EIDE BAILLY LLP1 year Service code 27 · EIN 45-0250958 | Advisory (Plan) | $6,000 |
NYEMASTER GOOD P.C.1 year Filed as: NYEMASTER GOODE, P.C. Service code 13 · EIN 42-1154516 | Contract Administrator | $5,259 |
Filed as: WILSHIRE ADVISORS LLC 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 | $174,322 | $82,978+110.1% | $130,231+33.9% | $74,419+134.2% |
| Participation rate | 93.3% | 73.7%+19.7pp | 76.3%+17.1pp | 70.7%+22.6pp |
| Annual return | 9.67% | 123.05%-113.4pp | 38.77%-29.1pp | 34.38%-24.7pp |
| Employer contribution / active EE | $5,433 | $3,391+60.2% | $4,126+31.7% | $2,637+106.0% |
| Participant deferral / active EE | $6,856 | $5,370+27.7% | $6,799+0.8% | $4,528+51.4% |
| Admin fee / account holder | $467 | $354+32.0% | $6,020-92.2% | $348+34.3% |