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 9-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 COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $44,956 |
THE PFE GROUP4 years Filed as: PFE ADVISORS, INC. Service code 27 · EIN 71-1036677 | Advisory (Plan) | $21,977 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,896 | $39,948+39.9% | $89,391-37.5% | $73,409-23.9% |
| Participation rate | 33.6% | 50.4%-16.8pp | 68.0%-34.3pp | 72.2%-38.5pp |
| Annual return | 13.67% | 50.12%-36.4pp | 245.62%-231.9pp | 59.29%-45.6pp |
| Employer contribution / active EE | $679 | $1,200-43.4% | $2,586-73.7% | $2,234-69.6% |
| Participant deferral / active EE | $2,019 | $2,193-7.9% | $3,890-48.1% | $3,805-47.0% |
| Admin fee / account holder | $356 | $134+165.3% | $4,881-92.7% | $158+125.5% |