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 | $82,525 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $60,578 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,233 | $91,372+33.8% | $129,995-6.0% | $74,419+64.3% |
| Participation rate | 60.1% | 77.8%-17.7pp | 78.5%-18.4pp | 70.7%-10.7pp |
| Annual return | 20.14% | 23.21%-3.1pp | -137.18%+157.3pp | 34.38%-14.2pp |
| Employer contribution / active EE | $1,390 | $2,563-45.8% | $4,320-67.8% | $2,637-47.3% |
| Participant deferral / active EE | $5,071 | $4,721+7.4% | $5,820-12.9% | $4,528+12.0% |
| Admin fee / account holder | $734 | $283+158.9% | $10,614-93.1% | $348+110.9% |