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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $49,838 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $16,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,034 | $88,083+53.3% | $164,813-18.1% | $74,495+81.3% |
| Participation rate | 83.5% | 73.0%+10.4pp | 78.6%+4.8pp | 67.2%+16.3pp |
| Annual return | 13.76% | 17.26%-3.5pp | 69.93%-56.2pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $1,323 | $2,593-49.0% | $4,341-69.5% | $2,623-49.6% |
| Participant deferral / active EE | $7,720 | $4,498+71.6% | $6,031+28.0% | $4,346+77.6% |
| Admin fee / account holder | $361 | $2,234-83.8% | $12,690-97.2% | $1,942-81.4% |