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 13 · EIN 42-0127290 | Contract Administrator | $26,807 |
Filed as: PRINCIPAL SECURITIES INC Service code 49 · EIN 42-0941553 | Other Services | $9,526 |
Service code 27 · EIN 95-2755361 | 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 | $90,454 | $77,660+16.5% | $109,143-17.1% | $79,386+13.9% |
| Participation rate | 56.2% | 67.8%-11.6pp | 75.9%-19.7pp | 70.7%-14.5pp |
| Annual return | 15.30% | 23.44%-8.1pp | 25.75%-10.4pp | 116.85%-101.5pp |
| Employer contribution / active EE | $763 | $2,797-72.7% | $3,722-79.5% | $2,427-68.6% |
| Participant deferral / active EE | $2,139 | $3,518-39.2% | $4,653-54.0% | $4,046-47.1% |
| Admin fee / account holder | $406 | $732-44.5% | $6,752-94.0% | $626-35.2% |