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 4-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 | $132,324 |
GLOBAL RETIREMENT PARTNERS LLC2+ years Service code 27 · EIN 47-1411118 | Advisory (Plan) | $37,506 |
EISNERAMPER LLP2+ years Service code 10 · EIN 13-1639826 | Accounting | $10,918 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,379 | $52,525+5.4% | $117,472-52.9% | $77,904-28.9% |
| Participation rate | 10.0% | 61.6%-51.5pp | 70.6%-60.6pp | 73.7%-63.7pp |
| Annual return | -14.04% | -13.76%-0.3pp | 29.74%-43.8pp | 12.21%-26.2pp |
| Employer contribution / active EE | $0 | $2,166-100.0% | $4,176-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $492 | $3,087-84.1% | $4,070-87.9% | $4,806-89.8% |
| Admin fee / account holder | $341 | $99+243.6% | $5,645-94.0% | $133+157.3% |