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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $111,630 |
AVENUE ONE ADVISORS4 years Service code 17 · EIN 83-1838623 | Pension Consulting | $75,444 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,720 | $81,908+68.1% | $90,749+51.8% | $64,808+112.5% |
| Participation rate | 95.2% | 80.5%+14.7pp | 75.7%+19.5pp | 71.5%+23.7pp |
| Annual return | -14.09% | -12.53%-1.6pp | -12.16%-1.9pp | 32.82%-46.9pp |
| Employer contribution / active EE | $6,269 | $3,065+104.5% | $2,921+114.6% | $2,506+150.2% |
| Participant deferral / active EE | $4,081 | $4,840-15.7% | $4,564-10.6% | $4,310-5.3% |
| Admin fee / account holder | $439 | $157+179.6% | $8,445-94.8% | $188+134.0% |