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 |
|---|---|---|
ANDREW GARRETT INC.4 years Service code 27 · EIN 43-1613019 | Advisory (Plan) | $54,454 |
PRINCIPAL LIFE INSURANCE COMPANY11+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,183 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,000 | $88,360+41.5% | $145,433-14.1% | $67,986+83.9% |
| Participation rate | 92.8% | 65.5%+27.3pp | 82.1%+10.7pp | 57.2%+35.6pp |
| Annual return | 14.51% | 63.15%-48.6pp | 66.58%-52.1pp | 31.67%-17.2pp |
| Employer contribution / active EE | $2,029 | $3,054-33.6% | $4,554-55.5% | $2,019+0.5% |
| Participant deferral / active EE | $6,272 | $5,932+5.7% | $7,897-20.6% | $3,358+86.8% |
| Admin fee / account holder | $433 | $3,313-86.9% | $13,129-96.7% | $3,203-86.5% |