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 | $145,367 |
Filed as: MML INVESTOR SERVICES, LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $85,777 |
Service code 49 · EIN 22-2725182 3136 WINTON ROAD SOUTH · ROCHESTER, NY 146232928 | Other Services | $11,123 |
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 | $185,067 | $100,923+83.4% | $150,045+23.3% | $74,304+149.1% |
| Participation rate | 99.5% | 70.1%+29.4pp | 82.3%+17.1pp | 60.3%+39.1pp |
| Annual return | 15.60% | 51.77%-36.2pp | 62.55%-46.9pp | 29.43%-13.8pp |
| Employer contribution / active EE | $2,414 | $3,463-30.3% | $4,693-48.6% | $2,241+7.7% |
| Participant deferral / active EE | $6,550 | $6,709-2.4% | $7,997-18.1% | $3,767+73.9% |
| Admin fee / account holder | $589 | $2,767-78.7% | $13,435-95.6% | $2,969-80.2% |