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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $45,739 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $23,617 |
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 | $77,795 | $82,978-6.2% | $129,995-40.2% | $71,457+8.9% |
| Participation rate | 84.5% | 74.1%+10.4pp | 78.5%+6.0pp | 67.9%+16.6pp |
| Annual return | 14.14% | 20.60%-6.5pp | -137.18%+151.3pp | 28.85%-14.7pp |
| Employer contribution / active EE | $2,178 | $2,622-16.9% | $4,320-49.6% | $2,588-15.8% |
| Participant deferral / active EE | $4,143 | $4,432-6.5% | $5,820-28.8% | $4,289-3.4% |
| Admin fee / account holder | $384 | $1,729-77.8% | $10,614-96.4% | $1,587-75.8% |