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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $129,428 |
REGIONS BANK5 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $73,210 |
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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,698 | $63,442+83.9% | $68,791+69.6% | $66,914+74.4% |
| Participation rate | 97.6% | 60.0%+37.6pp | 69.0%+28.5pp | 69.8%+27.8pp |
| Annual return | -16.36% | -8.29%-8.1pp | -6.38%-10.0pp | 1.58%-17.9pp |
| Employer contribution / active EE | $3,879 | $1,775+118.5% | $2,655+46.1% | $2,544+52.5% |
| Participant deferral / active EE | $6,503 | $2,945+120.8% | $3,941+65.0% | $4,237+53.5% |
| Admin fee / account holder | $522 | $577-9.6% | $4,932-89.4% | $593-12.0% |