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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $64,698 |
Filed as: GENOS WEALTH MANAGEMENT Service code 49 | Other Services | $33,001 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $7,387 |
Filed as: GENOS WEALTH MANAGEMENT INC Service code 49 · EIN 02-0580939 | Other Services | $0 |
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 | $56,485 | $53,345+5.9% | $121,098-53.4% | $74,419-24.1% |
| Participation rate | 28.0% | 60.0%-32.0pp | 69.5%-41.5pp | 70.7%-42.8pp |
| Annual return | 18.60% | 35.15%-16.6pp | 985.75%-967.2pp | 34.38%-15.8pp |
| Employer contribution / active EE | $399 | $1,898-79.0% | $4,164-90.4% | $2,637-84.9% |
| Participant deferral / active EE | $1,409 | $3,221-56.3% | $4,080-65.5% | $4,528-68.9% |
| Admin fee / account holder | $310 | $382-18.7% | $5,644-94.5% | $348-10.7% |