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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $123,621 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 20-8874282 | Advisory (Plan) | $50,000 |
ELLIOTT DAVIS, LLC4 years Filed as: ELLIOTT DAVIS DECOSIMO LLC Service code 10 · EIN 57-0381582 | Accounting | $11,250 |
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 | $466,094 | $99,957+366.3% | $149,696+211.4% | $73,488+534.2% |
| Participation rate | 99.0% | 75.7%+23.3pp | 82.5%+16.5pp | 70.7%+28.3pp |
| Annual return | 14.85% | 53.87%-39.0pp | 276.60%-261.8pp | 28.51%-13.7pp |
| Employer contribution / active EE | $12,681 | $3,191+297.4% | $4,644+173.0% | $2,270+458.6% |
| Participant deferral / active EE | $9,949 | $6,073+63.8% | $6,842+45.4% | $3,740+166.0% |
| Admin fee / account holder | $472 | $551-14.3% | $9,309-94.9% | $513-8.0% |