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 | $41,088 |
CLIFTONLARSONALLEN LLP2 years Service code 10 · EIN 41-0746749 601 W RIVERSIDE AVENUE, SUITE 1950 · SPOKANE, WA 99201 | Accounting | $19,163 |
POWERS STROMBERG PENSION CONSULTING10+ years Service code 15 · EIN 26-3148951 107 S. CEDAR STREET · SPOKANE, WA 99201 | Recordkeeping | $16,875 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,547 | $59,097-33.1% | $82,389-52.0% | $74,304-46.8% |
| Participation rate | 94.8% | 52.8%+42.0pp | 69.5%+25.2pp | 60.3%+34.4pp |
| Annual return | 6.79% | 22.85%-16.1pp | 28.67%-21.9pp | 29.43%-22.6pp |
| Employer contribution / active EE | $2,173 | $1,601+35.8% | $2,517-13.7% | $2,241-3.0% |
| Participant deferral / active EE | $0 | $2,775-100.0% | $4,155-100.0% | $3,767-100.0% |
| Admin fee / account holder | $318 | $4,489-92.9% | $7,231-95.6% | $2,969-89.3% |