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 | $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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,687 | $95,880+73.9% | $107,525+55.0% | $85,563+94.8% |
| Participation rate | 97.6% | 70.1%+27.4pp | 75.1%+22.5pp | 66.0%+31.6pp |
| Annual return | 18.24% | 68.06%-49.8pp | 181.32%-163.1pp | 31.51%-13.3pp |
| Employer contribution / active EE | $8,745 | $3,812+129.4% | $3,754+133.0% | $2,654+229.6% |
| Participant deferral / active EE | $16,163 | $4,201+284.7% | $5,116+216.0% | $4,375+269.4% |
| Admin fee / account holder | $357 | $1,025-65.2% | $8,919-96.0% | $834-57.2% |