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 |
|---|---|---|
Filed as: PRINCIPAL LIFE INSUREANCE COMPANY Service code 13 · EIN 42-0127290 | Contract Administrator | $35,761 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $26,204 |
METRO BENEFITS, INC.2 years Filed as: METRO BENEFITS INC Service code 13 · EIN 25-1541083 | Contract Administrator | $3,339 |
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 | $92,318 | $46,553+98.3% | $64,056+44.1% | $75,163+22.8% |
| Participation rate | 76.7% | 65.9%+10.8pp | 72.3%+4.4pp | 67.2%+9.5pp |
| Annual return | 7.05% | 26.03%-19.0pp | 33.69%-26.6pp | 160.62%-153.6pp |
| Employer contribution / active EE | $3,907 | $1,974+97.9% | $2,747+42.3% | $2,670+46.3% |
| Participant deferral / active EE | $3,076 | $2,837+8.4% | $3,880-20.7% | $4,125-25.4% |
| Admin fee / account holder | $375 | $2,952-87.3% | $3,068-87.8% | $5,651-93.4% |