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 4-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 |
|---|---|---|
FISHER INVESTMENTS3+ years Filed as: FISHER INVESTMENTS, INC. Service code 10 · EIN 20-2480800 | Accounting | $55,191 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,950 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,959 | $47,126-49.2% | $149,673-84.0% | $74,419-67.8% |
| Participation rate | 86.3% | 63.4%+22.9pp | 78.8%+7.5pp | 70.7%+15.5pp |
| Annual return | 12.83% | 22.75%-9.9pp | 134.42%-121.6pp | 34.38%-21.5pp |
| Employer contribution / active EE | $478 | $1,905-74.9% | $4,818-90.1% | $2,637-81.9% |
| Participant deferral / active EE | $4,057 | $2,728+48.7% | $5,680-28.6% | $4,528-10.4% |
| Admin fee / account holder | $319 | $343-7.0% | $13,210-97.6% | $348-8.3% |