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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $61,576 |
FISHER INVESTMENTS4+ years Filed as: FISHER INVESTMENTS, INC. Service code 10 · EIN 20-2480800 | Accounting | $52,370 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,477 | $50,815-47.9% | $155,509-83.0% | $77,643-65.9% |
| Participation rate | 86.2% | 63.1%+23.1pp | 78.2%+8.1pp | 70.6%+15.7pp |
| Annual return | 10.27% | 34.80%-24.5pp | 64.67%-54.4pp | 31.24%-21.0pp |
| Employer contribution / active EE | $444 | $1,993-77.7% | $4,672-90.5% | $2,726-83.7% |
| Participant deferral / active EE | $4,160 | $2,822+47.4% | $5,626-26.1% | $4,647-10.5% |
| Admin fee / account holder | $375 | $437-14.2% | $15,912-97.6% | $430-12.9% |