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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,678 |
BOKF, NA2 years Filed as: BOK FINANCIAL Service code 27 · EIN 73-0780382 | Advisory (Plan) | $20,760 |
FINANCIAL COUNSELING1 year Service code 27 · EIN 84-1220742 | Advisory (Plan) | $10,313 |
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 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 | $101,281 | $77,660+30.4% | $109,143-7.2% | $79,386+27.6% |
| Participation rate | 95.1% | 67.8%+27.3pp | 75.9%+19.2pp | 70.7%+24.4pp |
| Annual return | 11.54% | 23.44%-11.9pp | 25.75%-14.2pp | 116.85%-105.3pp |
| Employer contribution / active EE | $2,846 | $2,797+1.7% | $3,722-23.5% | $2,427+17.2% |
| Participant deferral / active EE | $5,305 | $3,518+50.8% | $4,653+14.0% | $4,046+31.1% |
| Admin fee / account holder | $541 | $732-26.2% | $6,752-92.0% | $626-13.7% |