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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $130,092 |
Filed as: MML INVESTOR SERVICES, LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $76,018 |
Service code 49 · EIN 22-2725182 3136 WINTON ROAD SOUTH · ROCHESTER, NY 146232928 | Other Services | $10,078 |
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 | $182,579 | $101,317+80.2% | $146,958+24.2% | $74,495+145.1% |
| Participation rate | 98.7% | 75.5%+23.2pp | 82.2%+16.6pp | 67.2%+31.5pp |
| Annual return | 27.21% | 8730.91%-8703.7pp | 418.34%-391.1pp | 1364.94%-1337.7pp |
| Employer contribution / active EE | $4,377 | $3,810+14.9% | $4,933-11.3% | $2,623+66.9% |
| Participant deferral / active EE | $6,205 | $7,303-15.0% | $8,070-23.1% | $4,346+42.8% |
| Admin fee / account holder | $572 | $1,739-67.1% | $12,998-95.6% | $1,942-70.5% |