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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,743 |
PRIVATE ADVISOR GROUP LLC5+ years Service code 27 · EIN 27-3463733 | Advisory (Plan) | $25,618 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,860 | $66,310+11.4% | $93,606-21.1% | $65,185+13.3% |
| Participation rate | 55.4% | 74.0%-18.5pp | 75.8%-20.4pp | 70.2%-14.8pp |
| Annual return | 21.52% | 42.58%-21.1pp | 32.76%-11.2pp | 29.38%-7.9pp |
| Employer contribution / active EE | $0 | $2,012-100.0% | $2,718-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,942 | $3,342-41.9% | $4,069-52.3% | $3,514-44.7% |
| Admin fee / account holder | $485 | $6,897-93.0% | $7,888-93.8% | $847-42.7% |