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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $132,136 |
REGIONS BANK6 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $69,208 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,864 | $51,045+156.4% | $70,515+85.6% | $71,457+83.1% |
| Participation rate | 98.5% | 59.4%+39.1pp | 68.3%+30.1pp | 67.9%+30.6pp |
| Annual return | 16.36% | 42.63%-26.3pp | 32.77%-16.4pp | 28.85%-12.5pp |
| Employer contribution / active EE | $4,270 | $1,790+138.5% | $2,973+43.6% | $2,588+65.0% |
| Participant deferral / active EE | $6,743 | $3,026+122.8% | $4,567+47.7% | $4,289+57.2% |
| Admin fee / account holder | $522 | $1,994-73.8% | $6,412-91.9% | $1,587-67.1% |