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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $100,167 |
AVENUE ONE ADVISORS6 years Service code 27 · EIN 83-1838623 | Advisory (Plan) | $58,885 |
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 | $145,437 | $92,055+58.0% | $106,213+36.9% | $77,643+87.3% |
| Participation rate | 97.5% | 81.0%+16.5pp | 75.3%+22.2pp | 70.6%+26.9pp |
| Annual return | 11.92% | 17.91%-6.0pp | 116.14%-104.2pp | 31.24%-19.3pp |
| Employer contribution / active EE | $6,428 | $3,367+90.9% | $3,171+102.7% | $2,726+135.8% |
| Participant deferral / active EE | $4,287 | $5,386-20.4% | $5,016-14.5% | $4,647-7.7% |
| Admin fee / account holder | $363 | $219+65.8% | $11,033-96.7% | $430-15.6% |