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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $70,003 |
AMERICAN FUNDS9+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $45,753 |
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 | $127,382 | $54,701+132.9% | $86,188+47.8% | $71,457+78.3% |
| Participation rate | 83.9% | 60.1%+23.8pp | 69.0%+14.9pp | 67.9%+16.0pp |
| Annual return | 11.79% | 20.06%-8.3pp | 1168.45%-1156.7pp | 28.85%-17.1pp |
| Employer contribution / active EE | $2,472 | $1,265+95.4% | $2,380+3.9% | $2,588-4.4% |
| Participant deferral / active EE | $5,111 | $3,108+64.4% | $3,985+28.2% | $4,289+19.2% |
| Admin fee / account holder | $450 | $1,922-76.6% | $6,852-93.4% | $1,587-71.6% |