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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $65,151 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $35,336 |
ORENDA RETIREMENT, LLC2 years Service code 13 · EIN 36-4877979 | Contract Administrator | $19,025 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,975 | $91,407+92.5% | $135,903+29.5% | $71,457+146.3% |
| Participation rate | 98.6% | 75.7%+23.0pp | 81.9%+16.7pp | 67.9%+30.7pp |
| Annual return | 18.44% | 29.90%-11.5pp | 68.23%-49.8pp | 28.85%-10.4pp |
| Employer contribution / active EE | $4,662 | $3,703+25.9% | $4,856-4.0% | $2,588+80.2% |
| Participant deferral / active EE | $12,608 | $7,092+77.8% | $7,758+62.5% | $4,289+194.0% |
| Admin fee / account holder | $331 | $1,266-73.8% | $10,762-96.9% | $1,587-79.1% |