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 | $24,054 |
SCOLARI'S WAREHOUSE5 years Filed as: SCOLARI'S WAREHOUSE MARK Service code 10 · EIN 88-0100884 | Accounting | $19,299 |
ANDCO CONSULTING1 year Filed as: ANDCO Service code 27 · EIN 59-3676225 | Advisory (Plan) | $5,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,598 | $59,805+73.2% | $79,550+30.2% | $68,494+51.3% |
| Participation rate | 91.5% | 61.1%+30.4pp | 69.5%+22.0pp | 67.9%+23.6pp |
| Annual return | -5.22% | -12.30%+7.1pp | 0.16%-5.4pp | -7.84%+2.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,137 | $3,024-29.4% | $3,985-46.4% | $4,027-46.9% |
| Admin fee / account holder | $504 | $4,835-89.6% | $6,832-92.6% | $5,403-90.7% |