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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $67,271 |
AMERICAN FUNDS10+ years Filed as: NEWPORT CAPITAL GROUP Service code 27 · EIN 86-1109193 | Advisory (Plan) | $48,553 |
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 | $147,124 | $59,417+147.6% | $93,606+57.2% | $74,495+97.5% |
| Participation rate | 90.8% | 59.7%+31.1pp | 68.7%+22.1pp | 67.2%+23.6pp |
| Annual return | 10.48% | 81.83%-71.4pp | 133.20%-122.7pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $2,637 | $1,264+108.7% | $2,420+9.0% | $2,623+0.5% |
| Participant deferral / active EE | $5,731 | $3,050+87.9% | $4,411+29.9% | $4,346+31.9% |
| Admin fee / account holder | $432 | $3,021-85.7% | $8,285-94.8% | $1,942-77.8% |