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 COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $39,928 |
FINANCIAL COUNSELING2 years Service code 27 · EIN 84-1220742 | Advisory (Plan) | $29,864 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $4,824 |
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 | $72,482 | $64,119+13.0% | $112,228-35.4% | $66,914+8.3% |
| Participation rate | 83.4% | 68.5%+15.0pp | 75.1%+8.4pp | 69.8%+13.6pp |
| Annual return | -15.84% | -13.81%-2.0pp | 27.45%-43.3pp | 1.58%-17.4pp |
| Employer contribution / active EE | $2,683 | $3,005-10.7% | $3,635-26.2% | $2,544+5.5% |
| Participant deferral / active EE | $4,566 | $3,693+23.6% | $4,728-3.4% | $4,237+7.8% |
| Admin fee / account holder | $388 | $625-38.0% | $6,410-94.0% | $593-34.6% |