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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $33,045 |
AKIYAMA FINANCIAL SERVICES3 years Service code 27 · EIN 54-3709059 | Advisory (Plan) | $19,705 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $81,741 | $66,310+23.3% | $93,606-12.7% | $65,185+25.4% |
| Participation rate | 79.4% | 74.0%+5.4pp | 75.8%+3.5pp | 70.2%+9.2pp |
| Annual return | 16.21% | 42.58%-26.4pp | 32.76%-16.5pp | 29.38%-13.2pp |
| Employer contribution / active EE | $2,091 | $2,012+3.9% | $2,718-23.1% | $2,177-3.9% |
| Participant deferral / active EE | $3,809 | $3,342+14.0% | $4,069-6.4% | $3,514+8.4% |
| Admin fee / account holder | $391 | $6,897-94.3% | $7,888-95.0% | $847-53.9% |