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 | $100,923+23.9% | $150,045-16.7% | $74,304+68.2% |
| Participation rate | 92.8% | 70.1%+22.7pp | 82.3%+10.5pp | 60.3%+32.5pp |
| Annual return | 14.51% | 51.77%-37.3pp | 62.55%-48.0pp | 29.43%-14.9pp |
| Employer contribution / active EE | $2,029 | $3,463-41.4% | $4,693-56.8% | $2,241-9.5% |
| Participant deferral / active EE | $6,272 | $6,709-6.5% | $7,997-21.6% | $3,767+66.5% |
| Admin fee / account holder | $433 | $2,767-84.3% | $13,435-96.8% | $2,969-85.4% |