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 | $36,556 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 26 · EIN 47-1411118 | Advisory (Participants) | $16,000 |
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 | $127,167 | $60,124+111.5% | $90,404+40.7% | $79,858+59.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 12.44% | 71.94%-59.5pp | 1293.02%-1280.6pp | 31.71%-19.3pp |
| Employer contribution / active EE | $4,394 | $2,068+112.5% | $3,262+34.7% | $2,471+77.8% |
| Participant deferral / active EE | $6,593 | $2,938+124.4% | $3,963+66.4% | $3,740+76.3% |
| Admin fee / account holder | $307 | $3,976-92.3% | $5,611-94.5% | $5,306-94.2% |