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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $117,347 |
REGIONS BANK3 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $62,395 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $147,177 | $55,636+164.5% | $81,983+79.5% | $73,488+100.3% |
| Participation rate | 98.3% | 62.3%+36.0pp | 69.2%+29.0pp | 70.7%+27.6pp |
| Annual return | 11.42% | 19.07%-7.6pp | 41.31%-29.9pp | 28.51%-17.1pp |
| Employer contribution / active EE | $3,743 | $1,625+130.4% | $2,498+49.8% | $2,270+64.9% |
| Participant deferral / active EE | $6,324 | $2,762+128.9% | $3,722+69.9% | $3,740+69.1% |
| Admin fee / account holder | $554 | $493+12.3% | $5,664-90.2% | $513+7.9% |