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 | $89,241+5.7% | $134,172-29.7% | $79,634+18.5% |
| Participation rate | 64.3% | 47.1%+17.2pp | 72.5%-8.1pp | 62.5%+1.9pp |
| Annual return | 19.63% | 16.69%+2.9pp | 25.30%-5.7pp | 36.46%-16.8pp |
| Employer contribution / active EE | $1,961 | $1,634+20.0% | $3,420-42.7% | $2,529-22.5% |
| Participant deferral / active EE | $4,750 | $2,288+107.6% | $4,690+1.3% | $3,835+23.9% |
| Admin fee / account holder | $322 | $1,359-76.3% | $12,016-97.3% | $1,002-67.9% |