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 |
|---|---|---|
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,665 | $60,323+47.0% | $81,812+8.4% | $74,495+19.0% |
| Participation rate | 91.1% | 62.9%+28.2pp | 72.3%+18.7pp | 67.2%+23.9pp |
| Annual return | 13.92% | 16.90%-3.0pp | 773.79%-759.9pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $1,666 | $2,620-36.4% | $2,912-42.8% | $2,623-36.5% |
| Participant deferral / active EE | $5,306 | $3,387+56.6% | $4,319+22.9% | $4,346+22.1% |
| Admin fee / account holder | $505 | $1,486-66.0% | $7,386-93.2% | $1,942-74.0% |