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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $173,444 |
SYNOVUS TRUST COMPANY6 years Filed as: SYNOVUS SECURITIES, INC. Service code 27 · EIN 58-1625031 | Advisory (Plan) | $53,073 |
VERDEJA DE ARMAS TRUJILL2 years Filed as: VERDEJA & ALVAREZ LLP Service code 10 · EIN 20-4989621 | Accounting | $8,125 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,644 | $56,047-6.1% | $98,716-46.7% | $79,634-33.9% |
| Participation rate | 84.4% | 54.6%+29.7pp | 69.3%+15.1pp | 62.5%+21.9pp |
| Annual return | 13.69% | 17.58%-3.9pp | 31.81%-18.1pp | 36.46%-22.8pp |
| Employer contribution / active EE | $235 | $1,237-81.0% | $2,279-89.7% | $2,529-90.7% |
| Participant deferral / active EE | $2,781 | $2,469+12.6% | $4,048-31.3% | $3,835-27.5% |
| Admin fee / account holder | $318 | $1,512-79.0% | $8,703-96.3% | $1,002-68.3% |