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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $90,128 |
Filed as: MML INVESTORS SERVICES LLC Service code 27 · EIN 04-2746212 | Advisory (Plan) | $39,458 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN PLUS Service code 10 · EIN 25-1644159 | Accounting | $13,851 |
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 | $103,474 | $91,760+12.8% | $156,181-33.7% | $67,986+52.2% |
| Participation rate | 93.2% | 65.0%+28.1pp | 78.8%+14.3pp | 57.2%+36.0pp |
| Annual return | 13.76% | 18.14%-4.4pp | 64.87%-51.1pp | 31.67%-17.9pp |
| Employer contribution / active EE | $1,078 | $2,419-55.4% | $4,294-74.9% | $2,019-46.6% |
| Participant deferral / active EE | $4,273 | $3,960+7.9% | $6,132-30.3% | $3,358+27.2% |
| Admin fee / account holder | $453 | $3,949-88.5% | $14,586-96.9% | $3,203-85.9% |