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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INS. COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $34,282 |
Filed as: MERRILL LYNCH PIERCE FEENER & SMITH Service code 17 · EIN 13-5674085 | Pension Consulting | $31,708 |
Filed as: COMMONWEALTH TPA SOLUTIONS, LLC Service code 13 · EIN 87-3632446 | Contract Administrator | $8,829 |
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 | $75,057 | $91,407-17.9% | $135,903-44.8% | $71,457+5.0% |
| Participation rate | 87.5% | 75.7%+11.8pp | 81.9%+5.6pp | 67.9%+19.6pp |
| Annual return | 17.08% | 29.90%-12.8pp | 68.23%-51.1pp | 28.85%-11.8pp |
| Employer contribution / active EE | $2,868 | $3,703-22.6% | $4,856-40.9% | $2,588+10.8% |
| Participant deferral / active EE | $7,280 | $7,092+2.6% | $7,758-6.2% | $4,289+69.7% |
| Admin fee / account holder | $348 | $1,266-72.5% | $10,762-96.8% | $1,587-78.1% |