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 | $96,484+7.2% | $156,263-33.8% | $74,304+39.3% |
| Participation rate | 93.2% | 67.7%+25.5pp | 78.9%+14.3pp | 60.3%+32.8pp |
| Annual return | 13.76% | 17.73%-4.0pp | 59.47%-45.7pp | 29.43%-15.7pp |
| Employer contribution / active EE | $1,078 | $2,528-57.4% | $4,333-75.1% | $2,241-51.9% |
| Participant deferral / active EE | $4,273 | $4,286-0.3% | $6,158-30.6% | $3,767+13.4% |
| Admin fee / account holder | $453 | $3,728-87.9% | $14,255-96.8% | $2,969-84.7% |