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 | $50,510 |
LPL FINANCIAL1 year Filed as: NEXT FINANCIAL GROUP INC Service code 49 · EIN 54-1900002 | Other Services | $1,156 |
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 | $93,435 | $55,415+68.6% | $155,509-39.9% | $74,495+25.4% |
| Participation rate | 71.4% | 61.9%+9.5pp | 78.2%-6.8pp | 67.2%+4.2pp |
| Annual return | 12.60% | 268.50%-255.9pp | 64.67%-52.1pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $882 | $2,267-61.1% | $4,672-81.1% | $2,623-66.4% |
| Participant deferral / active EE | $5,596 | $2,836+97.3% | $5,626-0.5% | $4,346+28.8% |
| Admin fee / account holder | $324 | $1,738-81.4% | $15,912-98.0% | $1,942-83.3% |