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 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,527 | $81,625+253.5% | $167,512+72.2% | $74,304+288.3% |
| Participation rate | 99.0% | 60.0%+39.0pp | 77.1%+22.0pp | 60.3%+38.7pp |
| Annual return | 13.27% | 26.09%-12.8pp | 1615.79%-1602.5pp | 29.43%-16.2pp |
| Employer contribution / active EE | $5,540 | $2,010+175.6% | $3,882+42.7% | $2,241+147.2% |
| Participant deferral / active EE | $15,041 | $4,115+265.5% | $6,405+134.9% | $3,767+299.3% |
| Admin fee / account holder | $398 | $3,474-88.5% | $9,769-95.9% | $2,969-86.6% |