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 | $70,319 |
WILLIAM BLAIR8+ years Filed as: WILLIAM E HAMM AND ASSOCIATES INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $37,864 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,201 | $73,004+75.6% | $90,749+41.3% | $68,494+87.2% |
| Participation rate | 98.9% | 70.8%+28.1pp | 75.7%+23.2pp | 67.9%+31.0pp |
| Annual return | -16.61% | -13.81%-2.8pp | -12.16%-4.4pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,438 | $2,193-34.4% | $2,921-50.8% | $2,596-44.6% |
| Participant deferral / active EE | $7,106 | $3,627+95.9% | $4,564+55.7% | $4,027+76.5% |
| Admin fee / account holder | $645 | $5,896-89.1% | $8,445-92.4% | $5,403-88.1% |