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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INSURANCE Service code 13 · EIN 42-0127290 | Contract Administrator | $66,494 |
Filed as: MML INVESTORS SERVICE LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $65,758 |
Service code 13 · EIN 11-3271022 | Contract Administrator | $15,381 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,292 | $106,028-44.1% | $146,958-59.7% | $77,643-23.6% |
| Participation rate | 61.5% | 78.4%-16.9pp | 82.2%-20.7pp | 70.6%-9.1pp |
| Annual return | 147.59% | 56.73%+90.9pp | 418.34%-270.7pp | 31.24%+116.4pp |
| Employer contribution / active EE | $1,909 | $4,063-53.0% | $4,933-61.3% | $2,726-30.0% |
| Participant deferral / active EE | $4,539 | $7,990-43.2% | $8,070-43.8% | $4,647-2.3% |
| Admin fee / account holder | $313 | $337-7.1% | $12,998-97.6% | $430-27.2% |