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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $34,452 |
VISIONPOINT ADVISORY GROUP7 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $18,876 |
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 | $74,839 | $84,556-11.5% | $116,228-35.6% | $74,304+0.7% |
| Participation rate | 79.8% | 66.0%+13.8pp | 74.6%+5.3pp | 60.3%+19.5pp |
| Annual return | 13.02% | 18.35%-5.3pp | 90.06%-77.0pp | 29.43%-16.4pp |
| Employer contribution / active EE | $735 | $2,168-66.1% | $2,994-75.4% | $2,241-67.2% |
| Participant deferral / active EE | $2,723 | $3,814-28.6% | $4,953-45.0% | $3,767-27.7% |
| Admin fee / account holder | $331 | $3,792-91.3% | $11,989-97.2% | $2,969-88.8% |