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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $145,017 |
CETERA ADVISOR NETWORKS LLC8+ years Filed as: CETERA ADVISORS LLC Service code 27 · EIN 84-0858799 | Advisory (Plan) | $54,183 |
ALLIANCE BENEFIT GROUP8+ years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 13 · EIN 76-0500416 | Contract Administrator | $48,106 |
AXLEY & RODE, LLP3 years Service code 10 | Accounting | $12,500 |
AXLEY & RODE, LLP1 year Filed as: AXLEY & RODE Service code 10 · EIN 75-0767305 | Accounting | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,585 | $99,016+94.5% | $93,789+105.3% | $66,914+187.8% |
| Participation rate | 97.5% | 82.1%+15.3pp | 81.0%+16.5pp | 69.8%+27.7pp |
| Annual return | -13.93% | -14.59%+0.7pp | -11.33%-2.6pp | 1.58%-15.5pp |
| Employer contribution / active EE | $4,899 | $4,769+2.7% | $4,323+13.3% | $2,544+92.6% |
| Participant deferral / active EE | $6,909 | $6,689+3.3% | $6,094+13.4% | $4,237+63.1% |
| Admin fee / account holder | $825 | $477+72.8% | $7,195-88.5% | $593+39.0% |