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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $122,176 |
ALLIANCE BENEFIT GROUP5 years Service code 13 | Contract Administrator | $49,052 |
ALLIANCE BENEFIT GROUP10+ years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 13 · EIN 76-0500416 | Contract Administrator | $49,052 |
CETERA ADVISOR NETWORKS LLC10+ years Filed as: CETERA ADVISORS LLC Service code 27 · EIN 84-0858799 | Advisory (Plan) | $25,312 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,610 | $113,016+76.6% | $103,476+92.9% | $74,495+168.0% |
| Participation rate | 46.2% | 80.8%-34.6pp | 80.5%-34.4pp | 67.2%-21.0pp |
| Annual return | 9.41% | 23.24%-13.8pp | 23.90%-14.5pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $5,154 | $4,881+5.6% | $4,672+10.3% | $2,623+96.5% |
| Participant deferral / active EE | $6,629 | $7,279-8.9% | $6,623+0.1% | $4,346+52.5% |
| Admin fee / account holder | $671 | $1,709-60.7% | $9,413-92.9% | $1,942-65.4% |