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 9-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 |
|---|---|---|
Service code 27 · EIN 47-3030907 | Advisory (Plan) | $79,416 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $63,250 |
BURLEIGH CONSULTING GROUP8 years Filed as: BURLEIGH CONSULTING GROUP INC Service code 13 | Contract Administrator | $9,532 |
BURLEIGH CONSULTING GROUP7 years Service code 13 · EIN 62-0842964 | Contract Administrator | $1,974 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,478 | $129,021-56.2% | $184,203-69.3% | $77,643-27.3% |
| Participation rate | 68.6% | 87.3%-18.7pp | 86.8%-18.2pp | 70.6%-2.0pp |
| Annual return | 16.74% | 33.27%-16.5pp | 28.81%-12.1pp | 31.24%-14.5pp |
| Employer contribution / active EE | $1,222 | $4,413-72.3% | $6,427-81.0% | $2,726-55.2% |
| Participant deferral / active EE | $4,738 | $7,297-35.1% | $9,131-48.1% | $4,647+2.0% |
| Admin fee / account holder | $381 | $254+49.9% | $13,901-97.3% | $430-11.6% |