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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $41,834 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $22,846 |
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 | $64,090 | $86,655-26.0% | $119,609-46.4% | $66,914-4.2% |
| Participation rate | 86.4% | 75.6%+10.8pp | 79.3%+7.1pp | 69.8%+16.6pp |
| Annual return | -13.38% | -8.00%-5.4pp | -14.97%+1.6pp | 1.58%-15.0pp |
| Employer contribution / active EE | $2,198 | $2,536-13.3% | $4,232-48.1% | $2,544-13.6% |
| Participant deferral / active EE | $3,901 | $4,358-10.5% | $5,602-30.4% | $4,237-7.9% |
| Admin fee / account holder | $355 | $755-53.0% | $10,323-96.6% | $593-40.2% |