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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $84,502 |
PURSHE KAPLAN STERLING INV5+ years Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 49 · EIN 13-3749682 | Other Services | $35,461 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.)
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 | $116,543 | $136,307-14.5% | $177,821-34.5% | $73,488+58.6% |
| Participation rate | 95.2% | 86.1%+9.1pp | 87.7%+7.5pp | 70.7%+24.5pp |
| Annual return | 14.37% | 18.68%-4.3pp | 48.32%-34.0pp | 28.51%-14.1pp |
| Employer contribution / active EE | $989 | $3,712-73.3% | $5,918-83.3% | $2,270-56.4% |
| Participant deferral / active EE | $5,062 | $5,829-13.1% | $7,714-34.4% | $3,740+35.4% |
| Admin fee / account holder | $486 | $596-18.5% | $12,427-96.1% | $513-5.3% |