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 | $90,621 |
CAMBRIDGE INVESTMENT RESEARCH6+ years Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 49 · EIN 42-1445429 | Other Services | $57,117 |
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 | $172,442 | $69,362+148.6% | $101,248+70.3% | $73,488+134.7% |
| Participation rate | 89.4% | 68.4%+21.0pp | 75.8%+13.6pp | 70.7%+18.7pp |
| Annual return | 13.36% | 18.46%-5.1pp | 46.47%-33.1pp | 28.51%-15.1pp |
| Employer contribution / active EE | $2,073 | $2,628-21.1% | $3,660-43.4% | $2,270-8.7% |
| Participant deferral / active EE | $8,189 | $3,300+148.2% | $4,370+87.4% | $3,740+119.0% |
| Admin fee / account holder | $470 | $704-33.3% | $5,945-92.1% | $513-8.5% |