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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $51,532 |
Service code 27 · EIN 90-0658332 | Advisory (Plan) | $24,303 |
BENEFIT PLANNING CONSULTANTS2 years Filed as: BENEFIT PLANNING CONSULTANTS, INC Service code 13 · EIN 36-3036100 | Contract Administrator | $5,382 |
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 | $74,172 | $59,107+25.5% | $86,436-14.2% | $68,494+8.3% |
| Participation rate | 92.0% | 75.2%+16.7pp | 80.3%+11.6pp | 67.9%+24.1pp |
| Annual return | -17.37% | -0.23%-17.1pp | 4394.89%-4412.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,781 | $2,519-29.3% | $3,769-52.8% | $2,596-31.4% |
| Participant deferral / active EE | $6,047 | $5,901+2.5% | $6,952-13.0% | $4,027+50.2% |
| Admin fee / account holder | $541 | $5,637-90.4% | $6,731-92.0% | $5,403-90.0% |