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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $36,434 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $32,114 |
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 | $155,086 | $87,870+76.5% | $113,168+37.0% | $74,304+108.7% |
| Participation rate | 98.1% | 70.7%+27.4pp | 76.6%+21.5pp | 60.3%+37.8pp |
| Annual return | 17.07% | 26.44%-9.4pp | 24.27%-7.2pp | 29.43%-12.4pp |
| Employer contribution / active EE | $3,205 | $2,277+40.8% | $2,975+7.7% | $2,241+43.0% |
| Participant deferral / active EE | $10,341 | $4,241+143.8% | $5,107+102.5% | $3,767+174.5% |
| Admin fee / account holder | $466 | $3,368-86.2% | $12,068-96.1% | $2,969-84.3% |