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 711 HIGH ST · DES MOINES, IA 50392 | Contract Administrator | $86,534 |
PSI ADVISORS LLC6 years Service code 27 · EIN 81-4230782 | Advisory (Plan) | $24,145 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $22,366 |
Filed as: JANET A. PANEBIANCO, CPA,PLLC Service code 49 | Other Services | $9,319 |
Service code 49 · EIN 71-1039549 3937 TAMPA RD · OLDSMAR, FL 33467 | Other Services | $0 |
Filed as: WILSHIRE ASSOCIATES INC Service code 27 | Advisory (Plan) | $0 |
WILSHIRE ASSOCIATES INCORPORATED9+ years 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,342 | $82,978-3.2% | $129,995-38.2% | $71,457+12.4% |
| Participation rate | 77.1% | 74.1%+3.0pp | 78.5%-1.4pp | 67.9%+9.2pp |
| Annual return | 16.74% | 20.60%-3.9pp | -137.18%+153.9pp | 28.85%-12.1pp |
| Employer contribution / active EE | $2,187 | $2,622-16.6% | $4,320-49.4% | $2,588-15.5% |
| Participant deferral / active EE | $4,198 | $4,432-5.3% | $5,820-27.9% | $4,289-2.1% |
| Admin fee / account holder | $337 | $1,729-80.5% | $10,614-96.8% | $1,587-78.8% |