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 9-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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $62,507 |
GENEOS WEALTH MANAGEMENT INC2 years Service code 49 · EIN 02-0580939 | Other Services | $31,068 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $6,794 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,939 | $47,898-4.1% | $117,472-60.9% | $64,808-29.1% |
| Participation rate | 38.6% | 61.9%-23.2pp | 70.6%-31.9pp | 71.5%-32.8pp |
| Annual return | -17.86% | -15.54%-2.3pp | 29.74%-47.6pp | 32.82%-50.7pp |
| Employer contribution / active EE | $500 | $1,774-71.8% | $4,176-88.0% | $2,506-80.0% |
| Participant deferral / active EE | $1,816 | $3,151-42.4% | $4,070-55.4% | $4,310-57.9% |
| Admin fee / account holder | $312 | $132+136.9% | $5,645-94.5% | $188+66.3% |