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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $68,460 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $37,009 |
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 | $146,079 | $58,320+150.5% | $86,436+69.0% | $66,914+118.3% |
| Participation rate | 83.9% | 78.6%+5.3pp | 80.3%+3.5pp | 69.8%+14.1pp |
| Annual return | -17.15% | -9.71%-7.4pp | 4394.89%-4412.0pp | 1.58%-18.7pp |
| Employer contribution / active EE | $2,202 | $2,615-15.8% | $3,769-41.6% | $2,544-13.5% |
| Participant deferral / active EE | $8,251 | $6,899+19.6% | $6,952+18.7% | $4,237+94.7% |
| Admin fee / account holder | $385 | $546-29.5% | $6,731-94.3% | $593-35.1% |