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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $138,801 |
Filed as: F N B WEALTH MANAGEMENT Service code 16 · EIN 20-0433578 | Consulting | $43,748 |
STAMBAUGH NESS PC7 years Service code 10 · EIN 23-2846715 | Accounting | $16,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,522 | $96,486-26.9% | $153,485-54.1% | $77,643-9.2% |
| Participation rate | 98.4% | 81.6%+16.8pp | 77.1%+21.3pp | 70.6%+27.8pp |
| Annual return | 10.55% | 14.44%-3.9pp | 15.65%-5.1pp | 31.24%-20.7pp |
| Employer contribution / active EE | $4,556 | $5,224-12.8% | $5,039-9.6% | $2,726+67.1% |
| Participant deferral / active EE | $5,564 | $6,609-15.8% | $6,757-17.7% | $4,647+19.7% |
| Admin fee / account holder | $300 | $182+64.6% | $12,724-97.6% | $430-30.2% |