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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $81,705 |
GENEOS WEALTH MANAGEMENT INC2 years Filed as: GENOS WEALTH MANAGEMENT Service code 49 | Other Services | $41,118 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $11,538 |
GENEOS WEALTH MANAGEMENT INC2 years 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $68,800 | $58,778+17.1% | $129,207-46.8% | $77,643-11.4% |
| Participation rate | 23.2% | 59.2%-36.1pp | 69.6%-46.5pp | 70.6%-47.4pp |
| Annual return | 15.08% | 24.73%-9.6pp | 9417.33%-9402.2pp | 31.24%-16.2pp |
| Employer contribution / active EE | $381 | $1,952-80.5% | $4,153-90.8% | $2,726-86.0% |
| Participant deferral / active EE | $1,238 | $3,212-61.5% | $4,168-70.3% | $4,647-73.4% |
| Admin fee / account holder | $427 | $589-27.6% | $7,715-94.5% | $430-0.9% |