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 | $41,965 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $21,294 |
METRO BENEFITS, INC.4 years Service code 13 | Contract Administrator | $5,008 |
METRO BENEFITS, INC.3 years Filed as: METRO BENEFITS, INC Service code 13 · EIN 25-1541083 | Contract Administrator | $1,743 |
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.)
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 | $121,569 | $76,670+58.6% | $96,683+25.7% | $71,457+70.1% |
| Participation rate | 42.7% | 66.6%-23.9pp | 74.3%-31.6pp | 67.9%-25.2pp |
| Annual return | 13.96% | 48.29%-34.3pp | 35.69%-21.7pp | 28.85%-14.9pp |
| Employer contribution / active EE | $1,697 | $3,031-44.0% | $3,737-54.6% | $2,588-34.4% |
| Participant deferral / active EE | $2,239 | $3,771-40.6% | $4,878-54.1% | $4,289-47.8% |
| Admin fee / account holder | $459 | $2,028-77.4% | $6,730-93.2% | $1,587-71.1% |