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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,554 |
COMERICA BANK1 year Filed as: COMERICA SECURITIES, INC Service code 27 · EIN 38-2621207 | Advisory (Plan) | $11,492 |
RPA FINANCIAL LLC1 year Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $7,954 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $85,052 | $84,936+0.1% | $111,297-23.6% | $79,386+7.1% |
| Participation rate | 76.9% | 75.9%+1.1pp | 77.3%-0.4pp | 70.7%+6.2pp |
| Annual return | 14.12% | 17.45%-3.3pp | 54.65%-40.5pp | 116.85%-102.7pp |
| Employer contribution / active EE | $1,162 | $1,979-41.3% | $2,731-57.5% | $2,427-52.1% |
| Participant deferral / active EE | $4,291 | $3,888+10.4% | $4,487-4.4% | $4,046+6.1% |
| Admin fee / account holder | $406 | $537-24.5% | $7,964-94.9% | $626-35.2% |