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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $128,619 |
VISIONPOINT ADVISORY GROUP4 years Service code 27 · EIN 46-3329350 | Advisory (Plan) | $64,943 |
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 | $96,832 | $78,275+23.7% | $109,143-11.3% | $86,799+11.6% |
| Participation rate | 96.4% | 73.8%+22.6pp | 75.9%+20.6pp | 72.3%+24.2pp |
| Annual return | 15.40% | 19.14%-3.7pp | 25.75%-10.3pp | 97.91%-82.5pp |
| Employer contribution / active EE | $1,612 | $3,105-48.1% | $3,722-56.7% | $2,405-33.0% |
| Participant deferral / active EE | $5,730 | $3,641+57.4% | $4,653+23.1% | $4,131+38.7% |
| Admin fee / account holder | $308 | $198+55.0% | $6,752-95.4% | $170+81.5% |