Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $92,236 |
HARBOR5 years Filed as: HARBOR INVESTMENT ADVISORY, LLC Service code 26 · EIN 90-0497525 | Advisory (Participants) | $44,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,461 | $64,640+268.9% | $81,783+191.6% | - |
| Participation rate | 96.0% | 64.3%+31.7pp | 72.4%+23.6pp | - |
| Annual return | 12.79% | 13.47%-0.7pp | 775.05%-762.3pp | - |
| Employer contribution / active EE | $7,230 | $3,040+137.8% | $2,913+148.2% | - |
| Participant deferral / active EE | $8,973 | $3,288+172.9% | $4,320+107.7% | - |
| Admin fee / account holder | $636 | $2,218-71.3% | $7,380-91.4% | - |