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 |
|---|---|---|
Filed as: PRINCIPAL Service code 14 · EIN 42-1520346 | Plan Administrator | $48,033 |
Service code 10 · EIN 86-0751928 | Accounting | $6,250 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,167 | $66,601-8.2% | $92,893-34.2% | $67,579-9.5% |
| Participation rate | 99.6% | 72.5%+27.1pp | 76.0%+23.6pp | 71.3%+28.4pp |
| Annual return | 29.67% | 92.58%-62.9pp | 109.41%-79.7pp | 378.56%-348.9pp |
| Employer contribution / active EE | $6,980 | $2,775+151.5% | $3,653+91.1% | $2,148+225.0% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $938 | $199+371.5% | $5,794-83.8% | $142+559.0% |