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 9-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 | $67,448 |
ANTHONY FELTRE1 year Service code 10 · EIN 99-4819773 | Accounting | $22,880 |
TBS AGENCY INC5 years Service code 49 · EIN 52-1473914 | Other Services | $16,477 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $106,762 | $106,028+0.7% | $146,958-27.4% | $77,643+37.5% |
| Participation rate | 44.6% | 78.4%-33.8pp | 82.2%-37.6pp | 70.6%-26.0pp |
| Annual return | 11.06% | 56.73%-45.7pp | 418.34%-407.3pp | 31.24%-20.2pp |
| Employer contribution / active EE | $1,385 | $4,063-65.9% | $4,933-71.9% | $2,726-49.2% |
| Participant deferral / active EE | $3,229 | $7,990-59.6% | $8,070-60.0% | $4,647-30.5% |
| Admin fee / account holder | $346 | $337+2.5% | $12,998-97.3% | $430-19.6% |