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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $71,043 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $29,123 |
ACTUARIAL BENEFITS CORP5+ years Filed as: ACTUARIAL BENEFITS CORPORATION Service code 14 · EIN 20-1054428 | Plan Administrator | $18,289 |
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 | $82,866 | $58,655+41.3% | $91,989-9.9% | $65,185+27.1% |
| Participation rate | 98.6% | 75.3%+23.3pp | 78.6%+19.9pp | 70.2%+28.4pp |
| Annual return | 21.70% | 33.92%-12.2pp | 69.02%-47.3pp | 29.38%-7.7pp |
| Employer contribution / active EE | $1,340 | $2,080-35.6% | $3,452-61.2% | $2,177-38.4% |
| Participant deferral / active EE | $7,064 | $5,474+29.0% | $5,923+19.3% | $3,514+101.0% |
| Admin fee / account holder | $340 | $434-21.7% | $7,743-95.6% | $847-59.9% |