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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $43,435 |
GREENSPRING ADVISORS, LLC2 years Filed as: GREENSPRING ADVISORS, LL Service code 27 · EIN 82-5320133 | Advisory (Plan) | $33,618 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $336,012 | $101,317+231.6% | $146,958+128.6% | $74,495+351.1% |
| Participation rate | 78.4% | 75.5%+2.9pp | 82.2%-3.8pp | 67.2%+11.2pp |
| Annual return | 15.17% | 8730.91%-8715.7pp | 418.34%-403.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $13,056 | $3,810+242.7% | $4,933+164.7% | $2,623+397.7% |
| Participant deferral / active EE | $14,635 | $7,303+100.4% | $8,070+81.4% | $4,346+236.8% |
| Admin fee / account holder | $443 | $1,739-74.5% | $12,998-96.6% | $1,942-77.2% |