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 COMPANY9+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $46,501 |
FINANCIAL COUNSELING3 years Service code 27 · EIN 84-1220742 | Advisory (Plan) | $31,821 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $5,241 |
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 | $87,644 | $76,670+14.3% | $96,683-9.3% | $71,457+22.7% |
| Participation rate | 92.8% | 66.6%+26.2pp | 74.3%+18.5pp | 67.9%+24.9pp |
| Annual return | 18.24% | 48.29%-30.1pp | 35.69%-17.5pp | 28.85%-10.6pp |
| Employer contribution / active EE | $3,024 | $3,031-0.3% | $3,737-19.1% | $2,588+16.8% |
| Participant deferral / active EE | $4,953 | $3,771+31.3% | $4,878+1.5% | $4,289+15.5% |
| Admin fee / account holder | $421 | $2,028-79.2% | $6,730-93.7% | $1,587-73.5% |