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 7-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 | $57,853 |
TBS AGENCY INC1 year Service code 49 · EIN 52-1473914 | Other Services | $15,790 |
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 | $56,048 | $66,457-15.7% | $81,382-31.1% | $77,643-27.8% |
| Participation rate | 30.7% | 68.7%-38.0pp | 69.5%-38.7pp | 70.6%-39.8pp |
| Annual return | 49.43% | 15.93%+33.5pp | 24.73%+24.7pp | 31.24%+18.2pp |
| Employer contribution / active EE | $865 | $2,159-60.0% | $2,463-64.9% | $2,726-68.3% |
| Participant deferral / active EE | $1,717 | $3,679-53.3% | $3,883-55.8% | $4,647-63.1% |
| Admin fee / account holder | $344 | $583-40.9% | $5,768-94.0% | $430-20.0% |