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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $70,442 |
AMERICAN FUNDS6+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $42,807 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,783 | $54,573+126.8% | $90,951+36.1% | $73,488+68.4% |
| Participation rate | 95.9% | 61.2%+34.8pp | 69.0%+26.9pp | 70.7%+25.3pp |
| Annual return | 9.27% | 16.69%-7.4pp | 134.60%-125.3pp | 28.51%-19.2pp |
| Employer contribution / active EE | $2,021 | $991+103.9% | $2,122-4.7% | $2,270-11.0% |
| Participant deferral / active EE | $3,630 | $2,517+44.2% | $3,373+7.6% | $3,740-2.9% |
| Admin fee / account holder | $426 | $521-18.3% | $5,959-92.9% | $513-17.0% |