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 3-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $191,135 |
USI CONSULTING GROUP3+ years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $30,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,370 | $131,799-33.0% | $200,582-55.9% | $85,563+3.3% |
| Participation rate | 72.3% | 87.9%-15.6pp | 86.9%-14.6pp | 66.0%+6.4pp |
| Annual return | 17.00% | 21.59%-4.6pp | 42.33%-25.3pp | 31.51%-14.5pp |
| Employer contribution / active EE | $2,966 | $4,532-34.5% | $6,419-53.8% | $2,654+11.8% |
| Participant deferral / active EE | $6,845 | $7,702-11.1% | $9,331-26.6% | $4,375+56.4% |
| Admin fee / account holder | $327 | $235+39.2% | $16,305-98.0% | $834-60.8% |