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 |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $38,510 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,501 |
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 | $33,209 | $49,451-32.8% | $79,550-58.3% | $66,914-50.4% |
| Participation rate | 94.8% | 61.3%+33.5pp | 69.5%+25.3pp | 69.8%+25.0pp |
| Annual return | -17.71% | 84.25%-102.0pp | 0.16%-17.9pp | 1.58%-19.3pp |
| Employer contribution / active EE | $833 | $1,266-34.2% | $2,413-65.5% | $2,544-67.3% |
| Participant deferral / active EE | $5,238 | $3,159+65.8% | $3,985+31.4% | $4,237+23.6% |
| Admin fee / account holder | $328 | $595-44.8% | $6,832-95.2% | $593-44.7% |