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 | $73,882 |
Service code 27 · EIN 13-5674085 | Advisory (Plan) | $36,359 |
WEST & COMPANY, CPA'S PC1 year Filed as: WEST & COMPANY CPA PC Service code 10 · EIN 14-1662664 | Accounting | $10,750 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,749 | $84,556-15.1% | $116,228-38.3% | $74,304-3.4% |
| Participation rate | 91.6% | 66.0%+25.5pp | 74.6%+17.0pp | 60.3%+31.2pp |
| Annual return | 11.98% | 18.35%-6.4pp | 90.06%-78.1pp | 29.43%-17.4pp |
| Employer contribution / active EE | $2,020 | $2,168-6.8% | $2,994-32.6% | $2,241-9.9% |
| Participant deferral / active EE | $2,712 | $3,814-28.9% | $4,953-45.2% | $3,767-28.0% |
| Admin fee / account holder | $633 | $3,792-83.3% | $11,989-94.7% | $2,969-78.7% |