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 | $80,116 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT Service code 27 · EIN 33-0905143 | Advisory (Plan) | $22,185 |
Filed as: BERMAN HOPKINS CPAS & ASSOCIATES, L Service code 10 · EIN 59-1152714 | Accounting | $16,000 |
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 | $110,580 | $62,327+77.4% | $120,354-8.1% | $74,495+48.4% |
| Participation rate | 86.7% | 56.8%+29.9pp | 71.9%+14.8pp | 67.2%+19.5pp |
| Annual return | 11.37% | 18.61%-7.2pp | 107.15%-95.8pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $1,653 | $1,843-10.3% | $3,463-52.3% | $2,623-37.0% |
| Participant deferral / active EE | $3,175 | $2,893+9.8% | $4,991-36.4% | $4,346-26.9% |
| Admin fee / account holder | $373 | $2,396-84.4% | $9,423-96.0% | $1,942-80.8% |