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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,962 |
GLOBAL RETIREMENT PARTNERS LLC11+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $28,186 |
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 | $91,742 | $96,484-4.9% | $156,263-41.3% | $74,304+23.5% |
| Participation rate | 88.9% | 67.7%+21.2pp | 78.9%+10.0pp | 60.3%+28.5pp |
| Annual return | 15.89% | 17.73%-1.8pp | 59.47%-43.6pp | 29.43%-13.5pp |
| Employer contribution / active EE | $1,661 | $2,528-34.3% | $4,333-61.7% | $2,241-25.9% |
| Participant deferral / active EE | $4,704 | $4,286+9.8% | $6,158-23.6% | $3,767+24.9% |
| Admin fee / account holder | $426 | $3,728-88.6% | $14,255-97.0% | $2,969-85.6% |