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 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,461 | $64,660+268.8% | $81,812+191.5% | - |
| Participation rate | 96.0% | 64.3%+31.7pp | 72.3%+23.6pp | - |
| Annual return | 12.79% | 13.48%-0.7pp | 773.79%-761.0pp | - |
| Employer contribution / active EE | $7,230 | $3,065+135.9% | $2,912+148.3% | - |
| Participant deferral / active EE | $8,973 | $3,215+179.1% | $4,319+107.8% | - |
| Admin fee / account holder | $636 | $2,218-71.3% | $7,386-91.4% | - |