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 | $70,508 |
WILLIAM BLAIR9+ years Filed as: WILLIAM E HAMM AND ASSOCIATES INC Service code 27 · EIN 59-3331424 | Advisory (Plan) | $36,063 |
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 | $144,363 | $79,944+80.6% | $98,439+46.7% | $75,163+92.1% |
| Participation rate | 93.4% | 70.4%+23.0pp | 75.2%+18.2pp | 67.2%+26.2pp |
| Annual return | 14.08% | 19.75%-5.7pp | 21.16%-7.1pp | 160.62%-146.5pp |
| Employer contribution / active EE | $3,675 | $2,264+62.3% | $3,048+20.6% | $2,670+37.6% |
| Participant deferral / active EE | $6,379 | $3,752+70.0% | $4,738+34.6% | $4,125+54.6% |
| Admin fee / account holder | $634 | $6,840-90.7% | $8,948-92.9% | $5,651-88.8% |