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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $137,237 |
CETERA ADVISOR NETWORKS LLC6+ years Filed as: CETERA ADVISORS LLC Service code 27 · EIN 84-0858799 | Advisory (Plan) | $50,877 |
ALLIANCE BENEFIT GROUP1 year Service code 13 | Contract Administrator | $42,815 |
ALLIANCE BENEFIT GROUP6+ years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 13 · EIN 76-0500416 | Contract Administrator | $42,815 |
AXLEY & RODE, LLP1 year Service code 10 · EIN 75-0767305 | Accounting | $5,844 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $214,015 | $118,971+79.9% | $112,977+89.4% | $73,488+191.2% |
| Participation rate | 96.9% | 83.3%+13.5pp | 82.6%+14.3pp | 70.7%+26.2pp |
| Annual return | 13.12% | 17.79%-4.7pp | 24.24%-11.1pp | 28.51%-15.4pp |
| Employer contribution / active EE | $4,365 | $4,091+6.7% | $4,255+2.6% | $2,270+92.3% |
| Participant deferral / active EE | $5,732 | $6,133-6.5% | $5,836-1.8% | $3,740+53.3% |
| Admin fee / account holder | $837 | $573+46.0% | $6,294-86.7% | $513+63.1% |