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 5-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 COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $125,601 |
Filed as: MORGAN STANELY GLOBAL Service code 13 · EIN 26-4310632 | Contract Administrator | $59,581 |
Service code 13 | Contract Administrator | $10,310 |
Filed as: THE RETIREMENT ADVANTAGE Service code 13 · EIN 39-1816008 | Contract Administrator | $375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,470 | $55,125+9.7% | $109,895-45.0% | $86,799-30.3% |
| Participation rate | 69.6% | 70.1%-0.4pp | 74.2%-4.6pp | 72.3%-2.6pp |
| Annual return | 15.11% | 26.20%-11.1pp | 29.45%-14.3pp | 97.91%-82.8pp |
| Employer contribution / active EE | $845 | $1,558-45.7% | $2,842-70.3% | $2,405-64.9% |
| Participant deferral / active EE | $5,279 | $3,337+58.2% | $4,048+30.4% | $4,131+27.8% |
| Admin fee / account holder | $355 | $141+151.5% | $6,066-94.2% | $170+109.1% |