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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $110,070 |
COMMONWEALTH FINANCIAL NETWORK7+ years Service code 27 · EIN 04-2675571 | Advisory (Plan) | $73,069 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,905 | $72,607-57.4% | $90,749-65.9% | $66,914-53.8% |
| Participation rate | 92.4% | 73.7%+18.7pp | 75.7%+16.7pp | 69.8%+22.6pp |
| Annual return | 3.62% | -12.28%+15.9pp | -12.16%+15.8pp | 1.58%+2.0pp |
| Employer contribution / active EE | $1,894 | $2,369-20.1% | $2,921-35.2% | $2,544-25.6% |
| Participant deferral / active EE | $4,149 | $3,977+4.3% | $4,564-9.1% | $4,237-2.1% |
| Admin fee / account holder | $461 | $707-34.9% | $8,445-94.5% | $593-22.4% |