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 | $44,889 |
AKIYAMA FINANCIAL SERVICES5 years Service code 27 · EIN 54-3709059 | Advisory (Plan) | $26,603 |
DEFINITI LLC1 year Service code 49 · EIN 85-0833363 | Other Services | $6,034 |
WILSHIRE ASSOCIATES INCORPORATED7+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,123 | $79,428+23.5% | $106,548-7.9% | $79,386+23.6% |
| Participation rate | 77.7% | 74.1%+3.6pp | 76.1%+1.6pp | 70.7%+7.0pp |
| Annual return | 9.78% | 18.27%-8.5pp | 26.80%-17.0pp | 116.85%-107.1pp |
| Employer contribution / active EE | $2,501 | $2,234+12.0% | $2,819-11.3% | $2,427+3.0% |
| Participant deferral / active EE | $4,522 | $3,823+18.3% | $4,398+2.8% | $4,046+11.8% |
| Admin fee / account holder | $448 | $523-14.3% | $7,407-93.9% | $626-28.4% |