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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $103,112 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $55,804 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $20,468 |
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 | $94,334 | $216,711-56.5% | $136,749-31.0% | $85,563+10.3% |
| Participation rate | 64.3% | 51.7%+12.6pp | 72.1%-7.8pp | 66.0%-1.6pp |
| Annual return | 19.63% | 15.26%+4.4pp | 24.33%-4.7pp | 31.51%-11.9pp |
| Employer contribution / active EE | $1,961 | $1,660+18.1% | $3,400-42.3% | $2,654-26.1% |
| Participant deferral / active EE | $4,750 | $2,635+80.3% | $4,692+1.2% | $4,375+8.6% |
| Admin fee / account holder | $322 | $1,223-73.7% | $11,386-97.2% | $834-61.4% |