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 | $39,024 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $13,587 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $7,262 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,360 | $84,556-46.4% | $116,228-61.0% | $74,304-39.0% |
| Participation rate | 62.3% | 66.0%-3.7pp | 74.6%-12.2pp | 60.3%+2.0pp |
| Annual return | 13.34% | 18.35%-5.0pp | 90.06%-76.7pp | 29.43%-16.1pp |
| Employer contribution / active EE | $1,315 | $2,168-39.3% | $2,994-56.1% | $2,241-41.3% |
| Participant deferral / active EE | $1,884 | $3,814-50.6% | $4,953-62.0% | $3,767-50.0% |
| Admin fee / account holder | $315 | $3,792-91.7% | $11,989-97.4% | $2,969-89.4% |