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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $35,662 |
ANDCO CONSULTING2 years Filed as: ANDCO CONSULTING LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $27,500 |
SCOLARI'S WAREHOUSE1 year Filed as: SCOLARI'S WAREHOUSE MKTS Service code 10 · EIN 88-0242968 | Accounting | $25,000 |
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.)
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 | $77,378 | $58,512+32.2% | $84,015-7.9% | $72,985+6.0% |
| Participation rate | 76.3% | 61.2%+15.0pp | 69.0%+7.3pp | 69.5%+6.8pp |
| Annual return | 4.42% | 28.93%-24.5pp | 71.31%-66.9pp | 81.00%-76.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,609 | $2,394+50.8% | $3,239+11.4% | $3,6070% |
| Admin fee / account holder | $717 | $4,569-84.3% | $6,101-88.3% | $5,124-86.0% |