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 5-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $116,520 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $41,931 |
LBMC, PC1 year Filed as: LBMC PC Service code 10 · EIN 62-1119975 | Accounting | $13,200 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,872 | $106,110-58.7% | $147,005-70.2% | $77,671-43.5% |
| Participation rate | 96.0% | 78.4%+17.6pp | 82.2%+13.8pp | 70.6%+25.4pp |
| Annual return | 13.84% | 56.77%-42.9pp | 418.76%-404.9pp | 31.21%-17.4pp |
| Employer contribution / active EE | $3,274 | $4,065-19.5% | $4,934-33.6% | $2,726+20.1% |
| Participant deferral / active EE | $5,136 | $7,992-35.7% | $8,070-36.3% | $4,648+10.5% |
| Admin fee / account holder | $310 | $338-8.1% | $13,006-97.6% | $430-27.9% |