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 | $94,504 |
CETERA ADVISOR NETWORKS LLC5 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $52,114 |
Filed as: BENEFIT PLANS PLUS LLC Service code 13 · EIN 43-1829594 | Contract Administrator | $5,663 |
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 | $84,155 | $80,138+5.0% | $130,231-35.4% | $71,457+17.8% |
| Participation rate | 78.2% | 71.0%+7.2pp | 76.3%+1.9pp | 67.9%+10.3pp |
| Annual return | 13.80% | 16.81%-3.0pp | 38.77%-25.0pp | 28.85%-15.0pp |
| Employer contribution / active EE | $2,851 | $2,834+0.6% | $4,126-30.9% | $2,588+10.2% |
| Participant deferral / active EE | $3,386 | $4,641-27.0% | $6,799-50.2% | $4,289-21.1% |
| Admin fee / account holder | $533 | $1,035-48.5% | $6,020-91.1% | $1,587-66.4% |