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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $31,374 |
TRUENORTH, INC.1+ years Filed as: TRUENORTH INC Service code 27 · EIN 48-1233289 | Advisory (Plan) | $27,897 |
CLIFTONLARSONALLEN LLP1+ years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 37-0802863 | Accounting | $9,750 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $92,603 | $363,850-74.5% | $155,790-40.6% | - |
| Participation rate | 83.8% | 50.7%+33.2pp | 76.1%+7.7pp | - |
| Annual return | 2.00% | -3.26%+5.3pp | 71.54%-69.5pp | - |
| Employer contribution / active EE | $453 | $1,069-57.6% | $3,836-88.2% | - |
| Participant deferral / active EE | $6,707 | $2,383+181.5% | $4,797+39.8% | - |
| Admin fee / account holder | $580 | $13,180-95.6% | $7,478-92.2% | - |