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 COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $82,302 |
GLOBAL RETIREMENT PARTNERS LLC10+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $41,861 |
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 | $226,738 | $100,326+126.0% | $180,183+25.8% | $84,808+167.4% |
| Participation rate | 96.1% | 71.0%+25.1pp | 77.4%+18.7pp | 68.3%+27.8pp |
| Annual return | 13.95% | 17.86%-3.9pp | 27.86%-13.9pp | 40.90%-26.9pp |
| Employer contribution / active EE | $5,670 | $3,269+73.4% | $5,039+12.5% | $2,631+115.5% |
| Participant deferral / active EE | $9,795 | $5,066+93.3% | $6,822+43.6% | $4,212+132.6% |
| Admin fee / account holder | $653 | $9,674-93.2% | $19,975-96.7% | $7,344-91.1% |