Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $33,369 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $23,705 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,665 | $60,261+47.1% | $81,783+8.4% | $74,546+18.9% |
| Participation rate | 91.1% | 62.9%+28.2pp | 72.4%+18.7pp | 67.2%+23.9pp |
| Annual return | 13.92% | 16.88%-3.0pp | 775.05%-761.1pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $1,666 | $2,622-36.4% | $2,913-42.8% | $2,624-36.5% |
| Participant deferral / active EE | $5,306 | $3,388+56.6% | $4,320+22.8% | $4,347+22.1% |
| Admin fee / account holder | $505 | $1,482-65.9% | $7,380-93.2% | $1,944-74.0% |