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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $56,356 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $15,905 |
PROSPERA FINANCIAL SERVICES3 years Service code 27 · EIN 75-1832551 | Advisory (Plan) | $10,832 |
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 | $119,002 | $54,350+119.0% | $82,719+43.9% | $68,494+73.7% |
| Participation rate | 98.4% | 63.9%+34.5pp | 72.6%+25.9pp | 67.9%+30.5pp |
| Annual return | -14.70% | -13.67%-1.0pp | 701.18%-715.9pp | -7.84%-6.9pp |
| Employer contribution / active EE | $7,202 | $2,218+224.7% | $3,009+139.3% | $2,596+177.4% |
| Participant deferral / active EE | $10,195 | $3,246+214.1% | $4,395+132.0% | $4,027+153.1% |
| Admin fee / account holder | $462 | $4,395-89.5% | $5,329-91.3% | $5,403-91.4% |