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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $52,053 |
AKIYAMA FINANCIAL SERVICES2 years Filed as: AKIYAMA FINANCIAL SERV Service code 27 · EIN 54-3709059 | Advisory (Plan) | $33,036 |
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 49 · EIN 85-0833363 | Other Services | $10,311 |
CABLE HILL PARTNERS1 year Service code 27 · EIN 46-4959656 | Advisory (Plan) | $7,335 |
Filed as: WILSHIRE ADVISORS LLC 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.
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 | $64,520 | $84,784-23.9% | $98,439-34.5% | $74,419-13.3% |
| Participation rate | 85.0% | 81.5%+3.4pp | 75.2%+9.8pp | 70.7%+14.2pp |
| Annual return | 12.19% | 20.59%-8.4pp | 21.16%-9.0pp | 34.38%-22.2pp |
| Employer contribution / active EE | $2,246 | $3,364-33.2% | $3,048-26.3% | $2,637-14.8% |
| Participant deferral / active EE | $3,901 | $5,218-25.2% | $4,738-17.7% | $4,528-13.9% |
| Admin fee / account holder | $440 | $204+115.4% | $8,948-95.1% | $348+26.6% |