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 |
|---|---|---|
Filed as: PRINCIPAL FINANCIAL GROUP Service code 13 · EIN 42-0127290 | Contract Administrator | $46,478 |
Filed as: ARCHFORD CAPITAL STRATEGIES LLC Service code 27 · EIN 46-2394834 | Advisory (Plan) | $19,885 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $297,392 | $50,956+483.6% | $96,562+208.0% | $86,799+242.6% |
| Participation rate | 2.4% | 65.2%-62.9pp | 69.8%-67.4pp | 72.3%-69.9pp |
| Annual return | 12.09% | 21.27%-9.2pp | 37.78%-25.7pp | 97.91%-85.8pp |
| Employer contribution / active EE | $644 | $1,111-42.0% | $2,356-72.7% | $2,405-73.2% |
| Participant deferral / active EE | $1,185 | $2,954-59.9% | $3,849-69.2% | $4,131-71.3% |
| Admin fee / account holder | $2,301 | $166+1285.8% | $6,181-62.8% | $170+1256.9% |