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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $48,454 |
VISIONPOINT ADVISORY GROUP4 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $20,992 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,974 | $73,004+1.3% | $90,749-18.5% | $68,494+8.0% |
| Participation rate | 91.5% | 70.8%+20.7pp | 75.7%+15.8pp | 67.9%+23.6pp |
| Annual return | 8.02% | -13.81%+21.8pp | -12.16%+20.2pp | -7.84%+15.9pp |
| Employer contribution / active EE | $872 | $2,193-60.2% | $2,921-70.1% | $2,596-66.4% |
| Participant deferral / active EE | $3,075 | $3,627-15.2% | $4,564-32.6% | $4,027-23.6% |
| Admin fee / account holder | $445 | $5,896-92.5% | $8,445-94.7% | $5,403-91.8% |