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 | $37,320 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $27,950 |
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 | $43,952 | $54,701-19.6% | $86,188-49.0% | $71,457-38.5% |
| Participation rate | 96.5% | 60.1%+36.4pp | 69.0%+27.5pp | 67.9%+28.5pp |
| Annual return | 18.67% | 20.06%-1.4pp | 1168.45%-1149.8pp | 28.85%-10.2pp |
| Employer contribution / active EE | $861 | $1,265-31.9% | $2,380-63.8% | $2,588-66.7% |
| Participant deferral / active EE | $5,466 | $3,108+75.9% | $3,985+37.2% | $4,289+27.5% |
| Admin fee / account holder | $326 | $1,922-83.0% | $6,852-95.2% | $1,587-79.4% |