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 | $30,396 |
USI CONSULTING GROUP7 years Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $6,791 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,085 | $81,248-53.1% | $155,509-75.5% | $80,856-52.9% |
| Participation rate | 74.2% | 66.2%+8.0pp | 78.2%-4.0pp | 67.6%+6.6pp |
| Annual return | 10.00% | 33.31%-23.3pp | 64.67%-54.7pp | 35.59%-25.6pp |
| Employer contribution / active EE | $602 | $3,100-80.6% | $4,672-87.1% | $2,755-78.1% |
| Participant deferral / active EE | $2,951 | $3,452-14.5% | $5,626-47.5% | $4,296-31.3% |
| Admin fee / account holder | $317 | $7,997-96.0% | $15,912-98.0% | $6,918-95.4% |