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 3-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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $22,418 |
Filed as: NATIONAL BENEFIT SERVICES LLC Service code 13 · EIN 20-3886993 | Contract Administrator | $11,312 |
WEALTH NAVIGATION LLC1 year Filed as: WEALTH NAVIGATION ADVISORS Service code 27 · EIN 72-1547273 | Advisory (Plan) | $8,630 |
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 | $20,806 | $45,031-53.8% | $84,966-75.5% | $77,643-73.2% |
| Participation rate | 21.7% | 48.7%-27.0pp | 67.5%-45.8pp | 70.6%-48.9pp |
| Annual return | 40.58% | 79.22%-38.6pp | 66.38%-25.8pp | 31.24%+9.3pp |
| Employer contribution / active EE | $686 | $1,609-57.3% | $2,727-74.8% | $2,726-74.8% |
| Participant deferral / active EE | $1,128 | $2,807-59.8% | $4,519-75.0% | $4,647-75.7% |
| Admin fee / account holder | $373 | $912-59.1% | $6,149-93.9% | $430-13.4% |