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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $53,316 |
USI CONSULTING GROUP6 years Filed as: USI ADVISORS, INC. Service code 27 · EIN 06-1397347 | Advisory (Plan) | $25,395 |
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 | $99,928 | $96,484+3.6% | $156,263-36.1% | $74,304+34.5% |
| Participation rate | 91.9% | 67.7%+24.2pp | 78.9%+13.0pp | 60.3%+31.5pp |
| Annual return | 14.73% | 17.73%-3.0pp | 59.47%-44.7pp | 29.43%-14.7pp |
| Employer contribution / active EE | $2,512 | $2,528-0.6% | $4,333-42.0% | $2,241+12.1% |
| Participant deferral / active EE | $5,067 | $4,286+18.2% | $6,158-17.7% | $3,767+34.5% |
| Admin fee / account holder | $407 | $3,728-89.1% | $14,255-97.1% | $2,969-86.3% |