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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $62,908 |
HIGHTOWER ADVISORS LLC6 years Filed as: HIGHTOWER ADVISORS, LLC Service code 27 · EIN 36-4500709 | Advisory (Plan) | $45,550 |
THE BENEFIT PRACTICE5 years Service code 49 · EIN 13-4144565 | Other Services | $7,101 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,447 | $58,320+58.5% | $86,436+7.0% | $66,914+38.2% |
| Participation rate | 91.5% | 78.6%+12.9pp | 80.3%+11.1pp | 69.8%+21.6pp |
| Annual return | -17.02% | -9.71%-7.3pp | 4394.89%-4411.9pp | 1.58%-18.6pp |
| Employer contribution / active EE | $3,998 | $2,615+52.8% | $3,769+6.1% | $2,544+57.1% |
| Participant deferral / active EE | $9,489 | $6,899+37.5% | $6,952+36.5% | $4,237+124.0% |
| Admin fee / account holder | $340 | $546-37.7% | $6,731-94.9% | $593-42.7% |