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 | $79,962 |
AMERIPRISE FINANCIAL SERVICES INC10+ years Service code 49 · EIN 51-6041053 | Other Services | $6,431 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $6,278 |
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 | $206,604 | $78,485+163.2% | $106,213+94.5% | $74,495+177.3% |
| Participation rate | 97.5% | 72.8%+24.7pp | 75.3%+22.3pp | 67.2%+30.3pp |
| Annual return | 11.69% | 15.95%-4.3pp | 116.14%-104.4pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $6,025 | $2,523+138.8% | $3,171+90.0% | $2,623+129.7% |
| Participant deferral / active EE | $5,544 | $4,322+28.3% | $5,016+10.5% | $4,346+27.6% |
| Admin fee / account holder | $548 | $2,232-75.5% | $11,033-95.0% | $1,942-71.8% |