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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $112,903 |
ACTUARIAL BENEFITS CORP11+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 49 · EIN 20-1054428 | Other Services | $23,040 |
ALPHAPOINT, INC.10+ years Service code 27 · EIN 14-1884337 | Advisory (Plan) | $10,000 |
MORNINGSTAR10+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 | Advisory (Participants) | $0 |
MORNINGSTAR7 years Filed as: MORNINGSTAR INVSTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
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 | $101,455 | $108,549-6.5% | $156,263-35.1% | $85,563+18.6% |
| Participation rate | 85.1% | 77.1%+8.0pp | 78.9%+6.2pp | 66.0%+19.1pp |
| Annual return | 13.81% | 21.79%-8.0pp | 59.47%-45.7pp | 31.51%-17.7pp |
| Employer contribution / active EE | $1,802 | $2,690-33.0% | $4,333-58.4% | $2,654-32.1% |
| Participant deferral / active EE | $3,491 | $4,800-27.3% | $6,158-43.3% | $4,375-20.2% |
| Admin fee / account holder | $321 | $650-50.6% | $14,255-97.7% | $834-61.6% |