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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $112,212 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $21,267 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $327,265 | $73,102+347.7% | $123,544+164.9% | $56,287+481.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -5.11% | 3.01%-8.1pp | 119.20%-124.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $11,324 | $2,977+280.4% | $4,628+144.7% | $2,111+436.4% |
| Participant deferral / active EE | $8,689 | $5,423+60.2% | $6,426+35.2% | $3,350+159.4% |
| Admin fee / account holder | $406 | $554-26.8% | $9,284-95.6% | $521-22.1% |