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 | $51,528 |
GLOBAL RETIREMENT PARTNERS LLC9+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $23,424 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,096 | $82,978-19.1% | $129,995-48.4% | $71,457-6.1% |
| Participation rate | 89.5% | 74.1%+15.4pp | 78.5%+11.0pp | 67.9%+21.6pp |
| Annual return | 14.95% | 20.60%-5.6pp | -137.18%+152.1pp | 28.85%-13.9pp |
| Employer contribution / active EE | $1,456 | $2,622-44.5% | $4,320-66.3% | $2,588-43.7% |
| Participant deferral / active EE | $3,972 | $4,432-10.4% | $5,820-31.8% | $4,289-7.4% |
| Admin fee / account holder | $339 | $1,729-80.4% | $10,614-96.8% | $1,587-78.6% |