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 Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $89,949 |
JACKSON THORNTON7 years Service code 34 · EIN 63-1035288 | Valuation (appraisals, etc.); Direct ... | $19,978 |
GREATBANC TRUST COMPANY8+ years Filed as: GREATBANC Service code 25 · EIN 36-3681493 | Directed Trustee | $19,891 |
BKD, LLP1 year Filed as: LAPORTE CPAS Service code 10 · EIN 72-1088864 | Accounting | $12,000 |
Filed as: MCDERMOTT WILL Service code 29 · EIN 36-1453176 | Legal | $11,098 |
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 | $8,394 | $44,764-81.2% | $68,791-87.8% | $64,808-87.0% |
| Participation rate | 98.4% | 64.8%+33.6pp | 69.0%+29.4pp | 71.5%+26.9pp |
| Annual return | 29.29% | -10.91%+40.2pp | -6.38%+35.7pp | 32.82%-3.5pp |
| Employer contribution / active EE | $0 | $1,775-100.0% | $2,655-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $0 | $3,238-100.0% | $3,941-100.0% | $4,310-100.0% |
| Admin fee / account holder | $101 | $151-33.1% | $4,932-97.9% | $188-46.1% |