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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $140,729 |
CETERA ADVISOR NETWORKS LLC5+ years Filed as: CETERA ADVISORS LLC Service code 27 · EIN 84-0858799 | Advisory (Plan) | $51,972 |
ALLIANCE BENEFIT GROUP5+ years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 13 · EIN 76-0500416 | Contract Administrator | $49,671 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,639 | $103,685+95.4% | $105,387+92.3% | $65,185+210.9% |
| Participation rate | 98.7% | 83.2%+15.5pp | 82.6%+16.1pp | 70.2%+28.5pp |
| Annual return | 18.05% | 23.88%-5.8pp | 26.82%-8.8pp | 29.38%-11.3pp |
| Employer contribution / active EE | $4,268 | $3,842+11.1% | $4,213+1.3% | $2,177+96.1% |
| Participant deferral / active EE | $5,531 | $5,634-1.8% | $5,502+0.5% | $3,514+57.4% |
| Admin fee / account holder | $873 | $399+118.9% | $6,559-86.7% | $847+3.0% |