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 | $89,730 |
CETERA ADVISOR NETWORKS LLC4 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $52,356 |
KRAFT MILES & TATUM LLC1 year Filed as: KRAFT, MILES & TATUM LLC Service code 49 · EIN 43-0661705 | Other Services | $5,387 |
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 | $71,086 | $69,848+1.8% | $115,756-38.6% | $66,914+6.2% |
| Participation rate | 80.3% | 70.6%+9.7pp | 77.1%+3.3pp | 69.8%+10.5pp |
| Annual return | -10.11% | 969.66%-979.8pp | 143.14%-153.3pp | 1.58%-11.7pp |
| Employer contribution / active EE | $2,706 | $2,613+3.6% | $3,793-28.6% | $2,544+6.4% |
| Participant deferral / active EE | $3,133 | $4,274-26.7% | $6,254-49.9% | $4,237-26.0% |
| Admin fee / account holder | $482 | $337+43.1% | $8,124-94.1% | $593-18.7% |