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 Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $90,970 |
JACKSON THORNTON6 years Service code 34 · EIN 63-1035288 | Direct payment from the plan; Valuati... | $22,975 |
GREATBANC TRUST COMPANY1 year Filed as: GREATBANC TRUST Service code 25 · EIN 36-3681493 | Directed Trustee | $11,587 |
BKD, LLP5 years Filed as: LAPORTE CPAS & BUSINESS ADVISORS Service code 10 · EIN 72-1088864 | Accounting | $11,300 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,034 | $58,347-87.9% | $85,682-91.8% | $86,799-91.9% |
| Participation rate | 98.8% | 64.9%+33.9pp | 69.9%+29.0pp | 72.3%+26.6pp |
| Annual return | -5.81% | 18.43%-24.2pp | 21.49%-27.3pp | 97.91%-103.7pp |
| Employer contribution / active EE | $0 | $1,751-100.0% | $2,618-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $0 | $3,065-100.0% | $3,923-100.0% | $4,131-100.0% |
| Admin fee / account holder | $86 | $147-41.5% | $6,873-98.7% | $170-49.1% |