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 |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $77,858 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $54,916 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $104,044 | $71,142+46.2% | $119,609-13.0% | $64,808+60.5% |
| Participation rate | 63.2% | 78.6%-15.4pp | 79.3%-16.1pp | 71.5%-8.3pp |
| Annual return | -18.72% | -10.01%-8.7pp | -14.97%-3.8pp | 32.82%-51.5pp |
| Employer contribution / active EE | $1,331 | $2,497-46.7% | $4,232-68.5% | $2,506-46.9% |
| Participant deferral / active EE | $4,748 | $4,490+5.8% | $5,602-15.2% | $4,310+10.2% |
| Admin fee / account holder | $730 | $162+350.0% | $10,323-92.9% | $188+288.5% |