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 4-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 COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $198,452 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICES, Service code 27 · EIN 52-1868818 | Advisory (Plan) | $81,438 |
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 | $71,323 | $65,908+8.2% | $81,812-12.8% | $77,643-8.1% |
| Participation rate | 94.5% | 65.8%+28.7pp | 72.3%+22.2pp | 70.6%+23.9pp |
| Annual return | 15.10% | 26.64%-11.5pp | 773.79%-758.7pp | 31.24%-16.1pp |
| Employer contribution / active EE | $3,927 | $2,370+65.7% | $2,912+34.8% | $2,726+44.1% |
| Participant deferral / active EE | $8,413 | $3,505+140.0% | $4,319+94.8% | $4,647+81.0% |
| Admin fee / account holder | $387 | $526-26.5% | $7,386-94.8% | $430-10.1% |