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 | $59,550 |
VISIONPOINT ADVISORY GROUP2 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $23,427 |
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 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 | $68,285 | $70,908-3.7% | $98,907-31.0% | $73,488-7.1% |
| Participation rate | 92.6% | 73.8%+18.8pp | 76.0%+16.5pp | 70.7%+21.9pp |
| Annual return | 12.27% | 34.17%-21.9pp | 196.43%-184.2pp | 28.51%-16.2pp |
| Employer contribution / active EE | $1,247 | $2,036-38.8% | $2,689-53.6% | $2,270-45.1% |
| Participant deferral / active EE | $2,595 | $3,500-25.9% | $4,244-38.9% | $3,740-30.6% |
| Admin fee / account holder | $455 | $535-15.0% | $6,642-93.2% | $513-11.4% |