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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $98,476 |
AVENUE ONE ADVISORS5 years Service code 17 · EIN 83-1838623 | Pension Consulting | $58,894 |
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 | $131,328 | $84,784+54.9% | $98,439+33.4% | $74,419+76.5% |
| Participation rate | 98.2% | 81.5%+16.7pp | 75.2%+23.1pp | 70.7%+27.5pp |
| Annual return | 14.43% | 20.59%-6.2pp | 21.16%-6.7pp | 34.38%-19.9pp |
| Employer contribution / active EE | $6,079 | $3,364+80.7% | $3,048+99.4% | $2,637+130.5% |
| Participant deferral / active EE | $4,204 | $5,218-19.4% | $4,738-11.3% | $4,528-7.2% |
| Admin fee / account holder | $371 | $204+81.5% | $8,948-95.9% | $348+6.7% |