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 | $82,060 |
AMERICAN FUNDS7+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $50,022 |
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 | $139,157 | $59,263+134.8% | $96,562+44.1% | $79,386+75.3% |
| Participation rate | 94.4% | 61.9%+32.5pp | 69.8%+24.6pp | 70.7%+23.7pp |
| Annual return | 9.76% | 27.07%-17.3pp | 37.78%-28.0pp | 116.85%-107.1pp |
| Employer contribution / active EE | $2,315 | $1,216+90.4% | $2,356-1.8% | $2,427-4.6% |
| Participant deferral / active EE | $4,736 | $2,948+60.7% | $3,849+23.1% | $4,046+17.1% |
| Admin fee / account holder | $523 | $658-20.6% | $6,181-91.5% | $626-16.6% |