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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $97,870 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $0 |
KRAFT MILES & TATUM LLC1 year Service code 49 · EIN 43-0661705 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,333 | $82,130-1.0% | $453,369-82.1% | $79,386+2.5% |
| Participation rate | 79.3% | 73.4%+5.9pp | 78.0%+1.3pp | 70.7%+8.5pp |
| Annual return | 15.28% | 345.31%-330.0pp | 64.40%-49.1pp | 116.85%-101.6pp |
| Employer contribution / active EE | $2,352 | $2,659-11.5% | $4,070-42.2% | $2,427-3.1% |
| Participant deferral / active EE | $2,738 | $4,314-36.5% | $6,209-55.9% | $4,046-32.3% |
| Admin fee / account holder | $526 | $531-0.9% | $11,209-95.3% | $626-16.0% |