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 COMPANY9+ years Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $82,110 |
BANKERS TRUST COMPANY1 year Filed as: TI TRUST Service code 25 · EIN 20-1171923 | Directed Trustee | $26,760 |
JACKSON THORNTON8 years Service code 34 · EIN 63-1035288 | Valuation (appraisals, etc.); Direct ... | $26,198 |
BKD, LLP7 years Filed as: LAPORTE CPAS & BUSINESS ADVISORS Service code 10 · EIN 72-1088864 | Accounting | $12,561 |
GREATBANC TRUST COMPANY9+ years Filed as: GREATBANC Service code 25 · EIN 36-3681493 | Directed Trustee | $12,167 |
MCDERMOTT WILL & EMERY LLP7 years Filed as: MCDERMOTT WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $6,886 |
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 | $6,278 | $70,115-91.0% | $70,515-91.1% | $80,160-92.2% |
| Participation rate | 99.1% | 71.7%+27.4pp | 68.3%+30.7pp | 72.9%+26.1pp |
| Annual return | -15.89% | 134.51%-150.4pp | 32.77%-48.7pp | 40.38%-56.3pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $2,973-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $4,567-100.0% | $5,017-100.0% |
| Admin fee / account holder | $99 | $112-11.5% | $6,412-98.5% | $145-31.5% |