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 | $40,941 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $21,682 |
METRO BENEFITS, INC.3 years Service code 13 | Contract Administrator | $1,772 |
METRO BENEFITS, INC.2 years Filed as: METRO BENEFITS, INC Service code 13 · EIN 25-1541083 | Contract Administrator | $1,420 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,612 | $64,119+56.9% | $112,228-10.4% | $66,914+50.4% |
| Participation rate | 39.9% | 68.5%-28.6pp | 75.1%-35.2pp | 69.8%-29.9pp |
| Annual return | -13.60% | -13.81%+0.2pp | 27.45%-41.1pp | 1.58%-15.2pp |
| Employer contribution / active EE | $2,004 | $3,005-33.3% | $3,635-44.9% | $2,544-21.2% |
| Participant deferral / active EE | $1,897 | $3,693-48.6% | $4,728-59.9% | $4,237-55.2% |
| Admin fee / account holder | $428 | $625-31.6% | $6,410-93.3% | $593-27.9% |