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 COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $95,043 |
USI CONSULTING GROUP4 years Filed as: USI SECURITIES INC Service code 49 · EIN 06-1493970 | Other Services | $32,659 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $37,042 | $99,957-62.9% | $149,696-75.3% | $73,488-49.6% |
| Participation rate | 96.8% | 75.7%+21.1pp | 82.5%+14.3pp | 70.7%+26.1pp |
| Annual return | 20.81% | 53.87%-33.1pp | 276.60%-255.8pp | 28.51%-7.7pp |
| Employer contribution / active EE | $3,621 | $3,191+13.5% | $4,644-22.0% | $2,270+59.5% |
| Participant deferral / active EE | $8,766 | $6,073+44.4% | $6,842+28.1% | $3,740+134.4% |
| Admin fee / account holder | $327 | $551-40.7% | $9,309-96.5% | $513-36.3% |