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 BANK Service code 15 · EIN 42-1466678 711 HIGH STREET · DES MOINES, IA 50392 | Recordkeeping | $39,373 |
Service code 15 · EIN 26-3148951 111 N. POST STREET · SPOKANE, WA 99201 | Recordkeeping | $20,588 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 601 W RIVERSIDE AVENUE, SUITE 1950 · SPOKANE, WA 99201 | Accounting | $17,063 |
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 | $39,724 | $54,517-27.1% | $75,972-47.7% | $74,495-46.7% |
| Participation rate | 99.1% | 60.3%+38.8pp | 69.1%+30.1pp | 67.2%+31.9pp |
| Annual return | 18.97% | 31.82%-12.8pp | 359.55%-340.6pp | 1364.94%-1346.0pp |
| Employer contribution / active EE | $2,287 | $1,777+28.7% | $2,685-14.8% | $2,623-12.8% |
| Participant deferral / active EE | $0 | $3,066-100.0% | $4,255-100.0% | $4,346-100.0% |
| Admin fee / account holder | $305 | $2,229-86.3% | $6,467-95.3% | $1,942-84.3% |