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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $118,375 |
Filed as: MML INVESTOR SERVICES, LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $72,543 |
Service code 49 · EIN 22-2725182 3136 WINTON ROAD SOUTH · ROCHESTER, NY 146232928 | Other Services | $9,194 |
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 | $146,329 | $84,487+73.2% | $125,339+16.7% | $66,914+118.7% |
| Participation rate | 97.1% | 76.4%+20.7pp | 82.4%+14.7pp | 69.8%+27.3pp |
| Annual return | -16.47% | -8.39%-8.1pp | 572.05%-588.5pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,346 | $3,553-62.1% | $4,814-72.0% | $2,544-47.1% |
| Participant deferral / active EE | $6,999 | $6,781+3.2% | $7,446-6.0% | $4,237+65.2% |
| Admin fee / account holder | $523 | $685-23.6% | $10,010-94.8% | $593-11.8% |