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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,419 |
FINANCIAL COUNSELING1 year Filed as: FINANCIAL COUNSELING ASSOCIATES, IN Service code 27 · EIN 84-1220742 | Advisory (Plan) | $24,808 |
FULL FINANCIAL INC1 year Service code 27 · EIN 99-1634880 | Advisory (Plan) | $15,424 |
Service code 49 · EIN 36-4430093 | Other Services | $5,261 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,512 | $80,724+35.7% | $103,333+6.0% | $74,495+47.0% |
| Participation rate | 93.2% | 65.7%+27.5pp | 74.5%+18.7pp | 67.2%+26.0pp |
| Annual return | 15.66% | 27.56%-11.9pp | 24.88%-9.2pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $2,903 | $3,157-8.1% | $3,868-25.0% | $2,623+10.7% |
| Participant deferral / active EE | $5,590 | $3,860+44.8% | $5,057+10.5% | $4,346+28.6% |
| Admin fee / account holder | $540 | $2,368-77.2% | $8,355-93.5% | $1,942-72.2% |