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 | $67,741 |
S B H U LIFE AGENCY INC2 years Service code 49 · EIN 13-2896238 | Other Services | $23,093 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,068 | $79,171-0.1% | $102,423-22.8% | $74,495+6.1% |
| Participation rate | 95.3% | 74.8%+20.5pp | 76.5%+18.8pp | 67.2%+28.1pp |
| Annual return | 9.54% | 54.93%-45.4pp | 29.32%-19.8pp | 1364.94%-1355.4pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $5,036 | $4,415+14.1% | $5,053-0.3% | $4,346+15.9% |
| Admin fee / account holder | $434 | $2,001-78.3% | $9,451-95.4% | $1,942-77.6% |