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 7-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $55,406 |
LATITUDE SERVICE COMPANY INC3+ years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 13 · EIN 82-1371994 | Contract Administrator | $21,250 |
ALLWORTH FINANCIAL1 year Service code 27 · EIN 68-0372662 | Advisory (Plan) | $20,699 |
Filed as: ALDRICH CPAS AND ADVISOR Service code 10 · EIN 93-0623286 | Accounting | $8,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $55,065 | $77,660-29.1% | $109,143-49.5% | $79,386-30.6% |
| Participation rate | 95.5% | 67.8%+27.7pp | 75.9%+19.6pp | 70.7%+24.8pp |
| Annual return | 13.81% | 23.44%-9.6pp | 25.75%-11.9pp | 116.85%-103.0pp |
| Employer contribution / active EE | $7,851 | $2,797+180.6% | $3,722+110.9% | $2,427+223.4% |
| Participant deferral / active EE | $3,631 | $3,518+3.2% | $4,653-22.0% | $4,046-10.3% |
| Admin fee / account holder | $329 | $732-55.1% | $6,752-95.1% | $626-47.5% |