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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $58,614 |
NORTHWESTERN MUTUAL INVESTMENT SERV10+ years Service code 27 · EIN 52-2114207 | Advisory (Plan) | $48,006 |
Filed as: PRIME PENSIONS INC Service code 49 · EIN 46-1224594 | Other Services | $8,399 |
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 | $153,734 | $101,317+51.7% | $146,958+4.6% | $74,495+106.4% |
| Participation rate | 99.4% | 75.5%+23.9pp | 82.2%+17.3pp | 67.2%+32.2pp |
| Annual return | 16.12% | 8730.91%-8714.8pp | 418.34%-402.2pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $1,871 | $3,810-50.9% | $4,933-62.1% | $2,623-28.7% |
| Participant deferral / active EE | $9,659 | $7,303+32.3% | $8,070+19.7% | $4,346+122.3% |
| Admin fee / account holder | $468 | $1,739-73.1% | $12,998-96.4% | $1,942-75.9% |