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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $77,645 |
AMERICAN FUNDS8+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $50,510 |
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 | $122,367 | $49,451+147.5% | $79,550+53.8% | $66,914+82.9% |
| Participation rate | 92.8% | 61.3%+31.5pp | 69.5%+23.3pp | 69.8%+23.0pp |
| Annual return | -13.43% | 84.25%-97.7pp | 0.16%-13.6pp | 1.58%-15.0pp |
| Employer contribution / active EE | $2,615 | $1,266+106.7% | $2,413+8.4% | $2,544+2.8% |
| Participant deferral / active EE | $5,152 | $3,159+63.1% | $3,985+29.3% | $4,237+21.6% |
| Admin fee / account holder | $521 | $595-12.4% | $6,832-92.4% | $593-12.2% |