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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,049 |
VISIONPOINT ADVISORY GROUP5 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $18,676 |
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.
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 | $66,455 | $71,516-7.1% | $98,439-32.5% | $71,457-7.0% |
| Participation rate | 88.6% | 72.7%+15.9pp | 75.2%+13.4pp | 67.9%+20.7pp |
| Annual return | -7.29% | 32.41%-39.7pp | 21.16%-28.4pp | 28.85%-36.1pp |
| Employer contribution / active EE | $805 | $2,399-66.5% | $3,048-73.6% | $2,588-68.9% |
| Participant deferral / active EE | $2,851 | $4,109-30.6% | $4,738-39.8% | $4,289-33.5% |
| Admin fee / account holder | $304 | $1,675-81.8% | $8,948-96.6% | $1,587-80.8% |