Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $88,987 |
REGIONS BANK1 year Service code 27 · EIN 63-0371391 | Advisory (Plan) | $23,389 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,527 | $74,661+286.4% | $160,784+79.4% | $67,986+324.4% |
| Participation rate | 99.0% | 57.1%+41.9pp | 77.0%+22.1pp | 57.2%+41.8pp |
| Annual return | 13.27% | 28.83%-15.6pp | 1803.92%-1790.7pp | 31.67%-18.4pp |
| Employer contribution / active EE | $5,540 | $1,829+202.9% | $3,733+48.4% | $2,019+174.4% |
| Participant deferral / active EE | $15,041 | $3,681+308.6% | $6,293+139.0% | $3,358+347.9% |
| Admin fee / account holder | $398 | $3,959-89.9% | $9,717-95.9% | $3,203-87.6% |