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 COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $62,226 |
PROSPERA FINANCIAL SERVICES2 years Service code 27 · EIN 75-1832551 | Advisory (Plan) | $31,191 |
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 | $151,398 | $65,409+131.5% | $98,442+53.8% | $85,850+76.4% |
| Participation rate | 98.3% | 65.0%+33.3pp | 73.3%+25.0pp | 69.3%+29.0pp |
| Annual return | 16.47% | 21.76%-5.3pp | 1492.73%-1476.3pp | 318.53%-302.1pp |
| Employer contribution / active EE | $7,000 | $2,168+222.9% | $2,960+136.5% | $2,565+172.9% |
| Participant deferral / active EE | $11,073 | $3,166+249.7% | $4,276+158.9% | $3,952+180.2% |
| Admin fee / account holder | $523 | $4,593-88.6% | $5,949-91.2% | $6,260-91.6% |