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 5-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 COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,991 |
ANNEX WEALTH MANAGEMENT LLC1+ years Filed as: ANNEX WEALTH MANAGEMENT, LLC Service code 27 · EIN 68-0570166 | Advisory (Plan) | $7,983 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,712 | $61,156-56.3% | $185,823-85.6% | $79,386-66.4% |
| Participation rate | 32.5% | 66.6%-34.1pp | 81.7%-49.2pp | 70.7%-38.2pp |
| Annual return | 21.62% | 19.45%+2.2pp | 122.05%-100.4pp | 116.85%-95.2pp |
| Employer contribution / active EE | $499 | $2,321-78.5% | $5,167-90.3% | $2,427-79.4% |
| Participant deferral / active EE | $992 | $2,789-64.4% | $5,568-82.2% | $4,046-75.5% |
| Admin fee / account holder | $368 | $710-48.1% | $16,237-97.7% | $626-41.2% |