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 5-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,535 |
Filed as: CLARK SCHAEFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $18,800 |
Service code 27 | Advisory (Plan) | $13,621 |
Service code 13 · EIN 71-1039549 | Contract Administrator | $7,886 |
HAUSER RETIREMENT SOULTIONS 2 LLC1 year Service code 27 · EIN 34-4906731 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,125 | $61,272-41.0% | $149,673-75.9% | $71,457-49.4% |
| Participation rate | 46.2% | 62.5%-16.3pp | 78.8%-32.5pp | 67.9%-21.7pp |
| Annual return | 69.22% | 35.85%+33.4pp | 134.42%-65.2pp | 28.85%+40.4pp |
| Employer contribution / active EE | $1,331 | $2,378-44.0% | $4,818-72.4% | $2,588-48.6% |
| Participant deferral / active EE | $2,958 | $2,917+1.4% | $5,680-47.9% | $4,289-31.0% |
| Admin fee / account holder | $512 | $1,261-59.4% | $13,210-96.1% | $1,587-67.7% |