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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $146,701 |
REGIONS BANK7 years Service code 27 · EIN 63-0371391 | Advisory (Plan) | $75,196 |
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 | $145,256 | $54,517+166.4% | $75,972+91.2% | $74,495+95.0% |
| Participation rate | 99.5% | 60.3%+39.2pp | 69.1%+30.4pp | 67.2%+32.3pp |
| Annual return | 11.30% | 31.82%-20.5pp | 359.55%-348.2pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $4,343 | $1,777+144.4% | $2,685+61.8% | $2,623+65.6% |
| Participant deferral / active EE | $6,971 | $3,066+127.4% | $4,255+63.8% | $4,346+60.4% |
| Admin fee / account holder | $592 | $2,229-73.5% | $6,467-90.9% | $1,942-69.5% |