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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,986 |
Filed as: CLARK SCHAEFER HACKETT Service code 10 · EIN 31-0800053 | Accounting | $22,029 |
Service code 27 | Advisory (Plan) | $21,445 |
Service code 13 · EIN 71-1039549 | Contract Administrator | $8,149 |
HAUSER RETIREMENT SOULTIONS 2 LLC2 years Service code 27 · EIN 34-4906731 | 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.)
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 | $36,832 | $50,815-27.5% | $155,509-76.3% | $77,643-52.6% |
| Participation rate | 37.9% | 63.1%-25.2pp | 78.2%-40.3pp | 70.6%-32.7pp |
| Annual return | 34.25% | 34.80%-0.6pp | 64.67%-30.4pp | 31.24%+3.0pp |
| Employer contribution / active EE | $728 | $1,993-63.4% | $4,672-84.4% | $2,726-73.3% |
| Participant deferral / active EE | $2,125 | $2,822-24.7% | $5,626-62.2% | $4,647-54.3% |
| Admin fee / account holder | $421 | $437-3.6% | $15,912-97.4% | $430-2.2% |