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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $140,492 |
WILLIAM BLAIR6+ years Filed as: WILLIAM BLAIR & COMPANY LLC Service code 49 · EIN 36-2214610 | Other Services | $62,920 |
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 | $84,333 | $78,419+7.5% | $133,956-37.0% | $73,409+14.9% |
| Participation rate | 99.1% | 78.6%+20.5pp | 79.8%+19.3pp | 72.2%+26.9pp |
| Annual return | 17.08% | 33.35%-16.3pp | 45.09%-28.0pp | 59.29%-42.2pp |
| Employer contribution / active EE | $992 | $2,044-51.5% | $3,919-74.7% | $2,234-55.6% |
| Participant deferral / active EE | $5,176 | $3,925+31.9% | $5,048+2.5% | $3,805+36.0% |
| Admin fee / account holder | $362 | $161+124.4% | $8,927-95.9% | $158+129.3% |