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 9-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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $216,850 |
BENESYS, INC.8 years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $55,771 |
BPA OF WI A BENESYS COMPANY4 years Service code 15 · EIN 39-1400101 | Recordkeeping | $48,493 |
THE PREVIANT LAW FIRM, S.C.8 years Service code 27 · EIN 39-1211596 | Advisory (Plan) | $33,169 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 27 · EIN 42-1479618 | Advisory (Plan) | $32,015 |
SIKICH LLP5 years Service code 10 · EIN 36-3168081 | Accounting | $24,267 |
See 1 actuary disclosure. $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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $190,213-100.0% | $22,885-100.0% | $190,213-100.0% |
| Participation rate | 0.0% | 56.0%-56.0pp | - | 56.0%-56.0pp |
| Annual return | 9.42% | 9.63%-0.2pp | 7.68%+1.7pp | 9.63%-0.2pp |
| Employer contribution / active EE | $8,595 | $14,607-41.2% | $14,873-42.2% | $14,607-41.2% |
| Participant deferral / active EE | $0 | $0 | - | - |
| Admin fee / account holder | $0 | $822-100.0% | $2,111-100.0% | $822-100.0% |