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 6-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 | $39,270 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $37,985 |
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 | $190,677 | $70,879+169.0% | $189,557+0.6% | $79,386+140.2% |
| Participation rate | 95.5% | 68.0%+27.5pp | 78.4%+17.0pp | 70.7%+24.7pp |
| Annual return | 16.73% | 20.70%-4.0pp | 64.17%-47.4pp | 116.85%-100.1pp |
| Employer contribution / active EE | $6,615 | $1,806+266.2% | $4,412+49.9% | $2,427+172.5% |
| Participant deferral / active EE | $11,704 | $4,081+186.8% | $6,174+89.6% | $4,046+189.3% |
| Admin fee / account holder | $510 | $647-21.3% | $9,807-94.8% | $626-18.7% |