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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $119,095 |
REGIONS BANK2 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $61,382 |
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 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 | $129,315 | $47,922+169.8% | $75,886+70.4% | $65,185+98.4% |
| Participation rate | 98.9% | 63.0%+35.9pp | 69.3%+29.6pp | 70.2%+28.7pp |
| Annual return | 21.59% | 24.12%-2.5pp | 30.76%-9.2pp | 29.38%-7.8pp |
| Employer contribution / active EE | $3,557 | $1,557+128.5% | $2,500+42.3% | $2,177+63.4% |
| Participant deferral / active EE | $6,400 | $2,550+151.0% | $3,603+77.6% | $3,514+82.2% |
| Admin fee / account holder | $536 | $532+0.9% | $5,418-90.1% | $847-36.7% |