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 | $74,871 |
SUNTRUST BANKS, INC.2 years Filed as: TRUIST ADVISORY SERVICES, INC. Service code 27 · EIN 37-1808847 | Advisory (Plan) | $62,730 |
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.
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 | $114,999 | $45,602+152.2% | $117,472-2.1% | $66,914+71.9% |
| Participation rate | 77.9% | 57.6%+20.3pp | 70.6%+7.3pp | 69.8%+8.1pp |
| Annual return | -20.74% | -16.74%-4.0pp | 29.74%-50.5pp | 1.58%-22.3pp |
| Employer contribution / active EE | $3,883 | $1,579+146.0% | $4,176-7.0% | $2,544+52.6% |
| Participant deferral / active EE | $6,960 | $2,845+144.6% | $4,070+71.0% | $4,237+64.3% |
| Admin fee / account holder | $363 | $661-45.0% | $5,645-93.6% | $593-38.7% |