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 | $115,122 |
Filed as: PRINCIPAL SECURITIES INC Service code 27 · EIN 42-0941553 | Advisory (Plan) | $59,092 |
Filed as: PRINCIPAL FINANCIAL GROU Service code 10 · EIN 42-1520346 | Accounting | $11,545 |
Filed as: IDA GROVE BANCSHARES Service code 10 · EIN 45-0250958 | Accounting | $3,756 |
RSM US LLP1 year Service code 27 · EIN 42-0714325 | Advisory (Plan) | $3,450 |
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 | $188,275 | $102,204+84.2% | $145,661+29.3% | $85,563+120.0% |
| Participation rate | 90.6% | 70.6%+20.0pp | 77.2%+13.3pp | 66.0%+24.6pp |
| Annual return | 10.65% | 16.68%-6.0pp | 101.46%-90.8pp | 31.51%-20.9pp |
| Employer contribution / active EE | $5,729 | $3,600+59.1% | $4,238+35.2% | $2,654+115.9% |
| Participant deferral / active EE | $7,445 | $5,729+30.0% | $7,198+3.4% | $4,375+70.2% |
| Admin fee / account holder | $425 | $647-34.3% | $12,466-96.6% | $834-49.0% |