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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $74,535 |
HIGHTOWER ADVISORS LLC3 years Filed as: HIGHTOWER ADVISORS, LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $38,397 |
THE BENEFIT PRACTICE2 years Service code 49 · EIN 13-4144565 | Other Services | $5,735 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $71,046 | $58,655+21.1% | $91,989-22.8% | $65,185+9.0% |
| Participation rate | 96.9% | 75.3%+21.7pp | 78.6%+18.3pp | 70.2%+26.7pp |
| Annual return | 30.69% | 33.92%-3.2pp | 69.02%-38.3pp | 29.38%+1.3pp |
| Employer contribution / active EE | $4,505 | $2,080+116.5% | $3,452+30.5% | $2,177+107.0% |
| Participant deferral / active EE | $10,147 | $5,474+85.4% | $5,923+71.3% | $3,514+188.8% |
| Admin fee / account holder | $340 | $434-21.6% | $7,743-95.6% | $847-59.8% |