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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $42,222 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 27 | Advisory (Plan) | $33,676 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $0 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,850 | $78,483-7.2% | $106,201-31.4% | $74,546-2.3% |
| Participation rate | 53.0% | 72.8%-19.8pp | 75.3%-22.3pp | 67.2%-14.2pp |
| Annual return | 13.25% | 15.94%-2.7pp | 116.26%-103.0pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $1,260 | $2,522-50.0% | $3,170-60.3% | $2,624-52.0% |
| Participant deferral / active EE | $2,366 | $4,320-45.2% | $5,012-52.8% | $4,347-45.6% |
| Admin fee / account holder | $315 | $2,236-85.9% | $11,039-97.1% | $1,944-83.8% |