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 | $101,838 |
PNC BANK, N.A.1 year Filed as: PNC BANK NA Service code 17 · EIN 22-1146430 | Pension Consulting | $84,657 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,687 | $92,224+80.7% | $105,223+58.4% | $79,634+109.3% |
| Participation rate | 97.6% | 69.2%+28.4pp | 75.0%+22.5pp | 62.5%+35.1pp |
| Annual return | 18.24% | 88.65%-70.4pp | 180.65%-162.4pp | 36.46%-18.2pp |
| Employer contribution / active EE | $8,745 | $3,965+120.6% | $3,689+137.1% | $2,529+245.8% |
| Participant deferral / active EE | $16,163 | $3,834+321.6% | $5,072+218.7% | $3,835+321.5% |
| Admin fee / account holder | $357 | $1,121-68.1% | $8,859-96.0% | $1,002-64.3% |