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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $168,120 |
HOLLAND & KNIGHT4 years Filed as: HOLLAND & HART Service code 29 · EIN 84-0382505 | Legal | $48,951 |
LPL FINANCIAL4 years Filed as: LPL HOLDINGS, INC. Service code 16 · EIN 95-2834236 | Consulting | $30,000 |
EIDE BAILLY LLP1 year Service code 10 · EIN 04-5025098 | Accounting | $18,060 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,016 | $96,486-9.8% | $153,485-43.3% | $77,643+12.1% |
| Participation rate | 89.4% | 81.6%+7.7pp | 77.1%+12.3pp | 70.6%+18.8pp |
| Annual return | 12.44% | 14.44%-2.0pp | 15.65%-3.2pp | 31.24%-18.8pp |
| Employer contribution / active EE | $1,431 | $5,224-72.6% | $5,039-71.6% | $2,726-47.5% |
| Participant deferral / active EE | $9,339 | $6,609+41.3% | $6,757+38.2% | $4,647+101.0% |
| Admin fee / account holder | $315 | $182+72.9% | $12,724-97.5% | $430-26.7% |